We are a strategic advisory and consulting firm for owners of small to mid-size companies that get them maximum revenue, profits, and enterprise value while creating succession plans and identifying exit strategies.

Part of your business strategy should be how and when you plan to exit your business.

How much thinking do you do about the future of your business when you no longer want to run it? Are you thinking about trying something new, transferring the company to family, employees or selling?

That’s what succession planning and exit planning are all about long-term planning to ensure positive business transitions. And in reality, the time for developing these strategies is TODAY. Don’t wait until a year or two before you’re ready to sell your business, for you may not have the time to maximize the value of your business.

We get to know you and your business inside and out. We will help educate you in the process of transitioning your business. You will do some soul-searching to determine if your personal, financial, and business goals are aligned. With succession and exit planning, you create a roadmap to success that decreases risk

You have worked hard to build a business, and you want to ensure the future success of your business.

Neary 90% of small businesses in the US are family-owned. Only about 30% of those businesses survive the transition to another generation. The success of your business surviving has a lot to do with the business succession planning or lack of.