Pat Ennis | Partner

What We Do

We exist to help business owners build a transferable business and exit successfully.

How We Work

With a process of Discovery, Design, and Implementation, we focus on the following:

• Our primary focus is on the business owner and alignment with the best exit route to accomplish their goals.

• We assess and recognize gaps in personal and business exit readiness.

• We identify and test exit assumptions.

• We help with strategic financial analysis and planning for value acceleration and a successful sale/transfer.

• We emphasize building a transferable business value with strong financial performance, well-equipped successors, and a next-level management team.

• We help business owners plan for life after the business.

NOTE: We are NOT Wealth Managers or Business Brokers.

Who We Work With

If you own a lower middle-market business and are unsure which exit route would be best to accomplish your goals, we can help.

Motivated to design and execute a plan for eventual exit.

With strong cash flow and a dedicated team, we will work with you to facilitate change and ensure your exit readiness and success.