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
- 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
Personal Financial Planners/Wealth Managers
- Retirement planning
- Personal investing