Small business owners are the experts in their fields, waking up every day to fight and succeed in an ever-changing market. We are the experts in helping those owners transition.

Let us be your expert, leveraging our proven success to help you achieve the next stage in your company, whether that is identifying and pursuing a new direction, strategically planning an exit, maximizing revenues when selling your company or setting up sustainability in your business for generations to come.

Whatever transition your company is facing, be it today or somewhere in the near future, we will meet you where you are, and work with you to develop a roadmap to achieve desired results.

Our comprehensive services are designed to cover the spectrum of transitions that face business owners. Going farther than a typical business broker or consultant, we are engaged throughout the entire process, not only designing the roadmap, but working in the trenches with you to apply it to your business, implementing systems and developing efforts to achieve desired results.

We Help With:

  • 3rd Party Business Sales        
  • Inside Business Sales (Multi-generational family transfers, transfers to key employees, ESOPs)
  • Partnership Transitions
  • Family Businesses
  • Value Engineering for Future Exit
  • Long Term Planning and Exit Strategies
  • Comprehensive Accounting Solutions