Intermediaries for small to mid-size companies

BUSINESS EXIT AND SUCCESSION PLANNING

Across the United States, millions of business owners and entrepreneurs are approaching retirement age and have a need to protect the wealth they have built in their businesses. Our systematic and comprehensive approach helps these business owners to understand their options for exiting as well as evaluating their financial and mental readiness for that exit. BUSINESS EXIT PLANNING does not necessarily mean selling your business as only 20% of businesses are sold to third parties. Understanding your options, is critical to protecting your wealth.
BUYING OR SELLING A BUSINESS?

Using our comprehensive, systematic approach, our Partners will insure you have the opportunity to negotiate a successful deal at the most advantageous prices, whether you are buying or selling a small to mid-size business.

Our commitment to integrity, as specified in our Code of Ethics, prohibits dual agency on our part, thus ensuring transactions that are in the best interest of our clients, whether we are acting as a Buyer Representative or Seller Represenative.
BUSINESS VALUATION BENCHMARK

Benchmarking is a simple concept that is too often underutilized. Tremendous insight and problem solving ideas can be generated by comparing and contrasting your business operations with similar operations around the country. Our BUSINESS VALUATION BENCHMARK is a unique and powerful model we developed as part of our extensive offerings to small and mid-sized businesses.