A Structured Process

As more and more baby boomers retire, there will be an increasing number of businesses for sale to an ever decreasing number of potential buyers.  With increasing supply and decreasing demand, a strategic approach and structured process are critical for optimizing business value, creating transition opportunities, and fulfilling owner needs and objectives.  We specialize in structuring and implementing business transitions to deliver results that satisfy the owner’s stated goals.  Through our process our consultants implement growth strategies to deliver maximum business value and after-tax benefits regardless of whether the transition is an internal transfer to family or employees or an outside sale to an independent 3rd party.  Our consultants will seek out and capitalize on timely opportunities to drive value in the business and will be there for you to assist in addressing any areas of concern as they arise.  Most owners have the majority of their wealth invested in their business, it is their professional life and soul, and it is not uncommon for this to carry over into the owner’s personal identity as well.  Our process to unlocking and fulfilling the personal, professional, and financial needs of our clients delivers results in the best possible fashion.