We’re not tied to a single industry. Whether your company is in trades, professional services, healthcare, technology, light manufacturing, or another sector entirely, we have the expertise to guide you. Our sweet spot is working with privately held companies in the lower- to mid-market, where owner dependence and messy structures often need to be addressed before a transition.

Our core services include:

• Exit Planning

• Value Optimization

• Mergers & Acquisitions Support

• Business Valuation

• Succession & Legacy Planning

Every engagement is tailored, and we often coordinate with your CPA, attorney, or financial planner to ensure all aspects of your transition are aligned.

There’s no universal “perfect time.” What matters is aligning timing with your personal goals and your business’s readiness. Markets shift, but what makes the biggest difference is preparation. We help you take advantage of opportunities when you’re ready—not when circumstances force your hand.

Buyers want confidence that revenue and profits will continue after the owner steps away. That means strong financials, a diversified client base, recurring revenue streams, and management that doesn’t depend on a single individual. We help you shore up these areas so your business is more attractive and valuable.

Yes. An enterprise valuation is one of the first steps in preparing for a transition. It gives you a clear picture of your company’s worth today—and identifies areas to improve before going to market.

In many sectors, yes. Retiring owners (especially baby boomers) are creating opportunities across industries. Success still comes down to finding the right fit and negotiating favorable terms. That’s where our experience makes a difference.

Selling or transitioning a business is rarely quick. Depending on the situation, it may take months or even years. Our role is to anticipate obstacles, shorten timelines where possible, and keep the process moving toward your goals.

Most companies underestimate both how much capital they need and how long it takes to secure it. We’ll help you determine realistic funding requirements and connect you with strategies and resources to meet them.