Business Owner Exiting Services

Thinking About Selling Your Business

But Don’t Yet Have A Plan?

We’re specialists at turnkey 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 Turnkey Exiting Process:

Optimizes your exiting results, reduces your estate taxes, creates a legacy plan, designs the lifestyle you seek, and saves you time, energy and stress.


 Discovery & Process Oversight

Understanding You And Where You Want To Go Is The
Foundation For Creating An Effective Plan


Pre-Sale Tax & Estate Planning

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


Business Value Optimization 

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


Valuing & Selling Your Business

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


Documenting Your Deal 

We Legally Document Your Deal In Preparation For Its Completion



Post-Sale Wealth Planning & Management

We Provide Leading-Edge Comprehensive Planning And Customized Portfolio Services

Business Owners:

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