What we do

BUSINESS TRANSITION SERVICES

 

Transitioning your business can have significant impact on your family, employees, and community – not to mention your current lifestyle.

MERGERS AND ACQUISITIONS

 

Selling a company is a once-in-a-lifetime event for most entrepreneurs and CEO’s. Evaluating the “right” time to sell requires careful preparation and strategic execution.

KEY EMPLOYEE PLANNING

 

Ownership for key employees is a smart retainment and incentive strategy to consider when transitioning your business ownership.

STRATEGIC ADVISORY

 

Growing your business has short and long-term effects. Knowing how to grow, why you are growing, and when to implement your initiatives will save you time and money. The right plan will leave a lasting impact on your business.

VALUATION SERVICES

 

Transition planning decisions often depend on the value of a client’s business. Our certified valuation specialists use detailed personal and corporate forecasting to provide clients with the perspective necessary to make informed decisions.

CORPORATE GOVERNANCE

 

Receiving objective, knowledgeable advice from a board of advisors can give your company a distinct advantage.