We work with the people you trust



Tapping into the relevant area of expertise at the right time can control the costs of transition and your time commitment to the project.

PROFESSIONAL advisory team

Selling a business is a complicated undertaking, but when properly planned and executed the rewards can be substantial. This requires a significant depth of experience and knowledge in a range of disciplines. No one individual will have all the answers.

We will draw on our professional network and yours to coordinate an effective Team with the optimum combination of advisors.


  • Financial records

  • Tax planning

Banks/financial specialists

  • Financing options for buyers

  • Business financing for growth

Business Brokers/Mergers & Acquisition specialists

  • Seeking out the best markets and potential buyers

  • Organizing purchase offers

  • Structuring options

Certified Business Valuators

  • Establish value of business based on market conditions, earnings potential and asset values

Family Business Counselors

  • Succession Planning

  • Conflict resolution


  • Personal and business tax planning

    • Estates

    • Trusts

    • Wills

Personal Financial Planners/Wealth Managers

  • Retirement planning

  • Personal investing