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.

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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.

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Be proactive about your liquidity events