We work with entrepreneurial families and business owners across many industries and sectors of interest with a team of multi-disciplinary skillsets to provide a diverse range of solutions.

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• Value Creation for Transition Readiness - Business value is the number 1 goal.

• Personal, Business Assessment, correlated to your business range of value.

• Business Valuation Modeling with fairness and valuation opinions.

• Keep or Sell Decision Making.

• Employee Stock Ownership Plan (ESOP) Structuring.

• Estate Planning Business Transfer.

• Strategic Planning/Restructuring.

• External Exit Planning.

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There is an age-wave underway and today we have roughly 6 million privately held operating businesses in our markets, and this number is similar to 10 or 12 years ago.  We also know that baby boomers owned approximately 4 million businesses in that 10-year period, and U.S. Census data shows that they transitioned 1 million businesses over that time.  That leaves 3 million privately held businesses valued at nearly $10 trillion.

Don't wait until you must sell.  You leave money on the table or worse.