We Help Business Owners Increase Business Value & Unlock Illiquid Wealth

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Working as a trusted partner with our clients, we provide unique insights on value creation and exit strategy alternatives through deep experience in business planning, acquisitions, operations and finance

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CORE SERVICES

 

Phase 1 - Business Assessment

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"Current State” business valuation with preliminary insights on value creation opportunities and best potential paths for a successful wealth liquidity event

  

Phase 2 - Value Creation "Sprints"

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Work in partnership with clients on any strategic, financial or operational value creation opportunities identified in the Business Assessment

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Phase 3 - Business Transition or Exit Process

 

When clients are ready to unlock illiquid business wealth, we provide end-to-end assistance through the very intensive liquidity event transaction process (business sale, recap, management/partner buyout, employee ownership plan, family transfer, etc.)

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CONTACT US to disucss and learn more about increasing business value and unlocking illiquid wealth​​

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