Providing business exit planning advice to the owners and senior level executives of closely held companies.
We bring together highly knowledgeable and ethical professionals from a variety of disciplines, who are dedicated to helping business owners and their advisors plan and execute the transfer of ownership, management and control.
What sets us apart is our process which aligns the efforts of a company's directors, employees and advisors with the owners' objectives. Learn more...
Situation and Objectives: Bill is 53 years old, the President and sole shareholder of a testing laboratory with $7 million in sales, with a healthy 25% historic EBIT. Although the business is successful by all financial measures, Bill is bored with the company and ti...
Situation and Objectives: Sharon (63) and Tom (67) are husband and wife co-owners and officers of a specialty electronic component manufacturing company with $13 million in sales. Sharon and Tom both receive salaries from the company as well as rent for the lease...
Situation and Objectives: John is 61 years old, the President and majority shareholder of regional plumbing and heating company with $55 million in sales. He receives weekly unsolicited calls from business brokers and investment bankers with offers to b...
