Create an exit strategy with your goals in mind
We assist CEO founders and business owners through liquidity planning, selling a business, transition planning, exit strategies, tax strategies, estate planning, and succession planning.
It is not uncommon for business owners to have 80–90% of their wealth invested in their company. On average, less than 30% of businesses that go to market result in a sale. We create proactive strategies to create an optimal sales and transition strategy for your company to maximize valuations.