Our Philosophy

If you are a business owner and are planning to sell your business or some other kind of liquidity event, due to retirement, market opportunity, relocation, poor performance, or other personal reasons such as family, health or burn-out; you should start preparing at least two years or more in advance.

By working to prepare a business for sale in advance, allows you time to improve the performance of your business.  A growing business, producing incremental discretionary cash flow significantly increases its value, and provides benefits to you, the owner during the process. When it becomes time to sell, it will attract more qualified buyers and investors. Advanced planning provides the opportunity to consult with your family and trusted advisors to make sure the personal, tax, and legal aspects of this lifetime event are fully considered. Plus, you are afforded time to find and train an appropriate successor, whether that successor is from inside or outside, and to plan how you wish to invest the proceeds of the sale.

Contact us today for a confidential, free consultation.