We stand out through our wholistic approach to business succession and valuations. Customized services, firm pricing, no surprises.

Building value in your business pays for the service.

Prepare.

It all begins with a desire to maintain your legacy as your business transitions to new ownership. Building value takes time to assure the business is ready to sell at fair market value.

Beat the odds.

The Exit Planning Institute confirms that only 20% - 30% of small businesses that go on the market actually sell. Many others don’t go on the market, making the percentage of successful sales very small for businesses wanting to transition ownership.

Work with a team builder.

Work with a person who builds teams to cover all of the issues needing to be addressed, whether it be legal help, accounting, wealth management, tax planning, employee retention, obtaining financing or a host of other needs if present. You retain the relationships with your advisors throughout the project, we fill in the gaps with professionals as needed.

Value it.

Obtain a valuation based on the three methods of Business Appraising:

  • Asset Method

  • Income Method

  • Market Method

Fully compliant with the IRS Revenue Ruing 59 - 60.

Our valuation opinions are fully backed with detailed explanations and data. We don’t use ‘Rules of Thumb’, A.I. guesses or other shortcuts.

Work with a professional.

Take the opportunity to work with a professional who:

  • Is a Certified Exit Planner (CEPA) from the Exit Planning Institute

  • Is a Certified Business Appraiser (BCA) from the International Society of Business Appraisers

  • Has worked with small business development and economic development for over 30 years

  • Has been a serial entrepreneur and business owner for more than a decade.

Understand the landscape.

Let’s face it, smaller businesses are difficult to manage, build and operate. Large businesses are able to take advantage of market conditions unavailable to smaller businesses.

Protect your years of investments, protect your retirement ‘nest egg’, protect your legacy and family through receiving value for your work.

We specialize in working with businesses from $0.5 million to $25 million in revenue, the most difficult businesses to value and to successfully transfer from owner to owner.