Business Owner Exiting Services

Thinking About Selling Your Business

But Don’t Yet Have A Plan?

We’re specialists at business-sale solutions.  

Our seasoned business owner transition team does it all.

$2M-200M Gross Sales / $500k Minimum Profit

 Let’s map out a plan together to sell your business.

Our Comprehensive, Personalized Exiting Process:

1

 Discovery & Process Oversight

We Learn About You, Your Business, And What You Want To Accomplish

2

Pre-Sale Tax & Estate Planning

We Identify And Implement Estate Tax Saving Strategies  While Creating A Legacy Plan

3

Business Value Optimization 

 We Identify And Implement Key Improvements To Your Business Designed to Increase Its Pre-Sale Value

4

Valuing & Selling Your Business

Will Source Buyers And Negotiate With Highest Bidders Using Our Time-Tested Auction Process

5

Documenting Your Deal 

We Legally Document Your Deal In Preparation For Its Completion

6

Post-Sale Wealth Planning & Management

We Legally Document Your Deal In Preparation For Its Completion

Business Owners:

Considering Selling Your Business But Don’t Have a Plan?