Pat Ennis | Founder & Partner

What We Do

75% of business owners are unhappy within one year of exiting their business. Our mission is to “regret-proof” your business exit.

We help business owners build a transferable business, choose the right exit path, and live a happy and fulfilling life after the business. We want to help you “regret-proof” your exit.

NOTE: We are NOT Wealth Managers or Business Brokers.

Who We Work With

We serve lower-middle-market business owners anywhere in the United States who have one or more of these characteristics:

• You are motivated to design and execute a plan for your eventual exit, and lack clarity about which exit route (sale to a third party, sale to insiders, transfer to family, ESOP, or absentee owner) will best achieve your goals.

• There is uncertainty around what your business is worth to a potential buyer.

• You need to “get your financial house in order”.

• You are concerned about the business being too dependent on you, the owner, for day-to-day operations.

• Your potential successor(s) and/or management team need further development.

• Your plan for the unexpected events of death or permanent incapacity needs to be reviewed or created.

• You are experiencing emotions that are leading to procrastination in planning your exit. Perhaps fear of losing legacy, employees, or family wealth. Or fear of life after the business.

• There is a need for an “exit plan project manager” who can coordinate the work of the required experts.

OUR GUIDING PRINCIPLES

• Confidentiality

• Continual Improvement

• Generosity

• Integrity

• Responsiveness