Who We Serve
Our clients are business owners who have one or more of these characteristics:
Between $3-25 million in revenue.
Motivated to build the sellable value of their business and/or plan for their exit well ahead of time.
Needs assistance with clarifying personal, financial, values-based and legacy goals.
Needs assistance with strategic financial planning for business growth.
Needs an estimate of business value for planning purposes.
Needs objective third-party analysis and advice for current “pain points” within their organization.
Needs a business continuity plan for the unexpected events of death or permanent incapacity.
Needs a Certified Advisor to create and/or coordinate their Advisor Team in designing and implementing their comprehensive plan for exit.
We value business owners and the economic and social impact that results from a successful business.
We value skillful listening, integrity, excellence, generosity and putting the interests of our clients ahead of our own.
We exist to help business owners build sellable value, exit successfully, and live and leave their desired legacy.
We are a fee-only firm providing advice, consulting, coaching and retreats for business owners interested in building sellable business value and planning for their eventual exit.
Our differentiators include: 1) Comprehensive exit planning with an emphasis on building sellable business value. 2) Relational and comprehensive approach versus transactional resulting in the role of “Trusted Advisor” to our clients. 3) Professional network of experienced advisors. 4) Certified Exit Planner professional designations.