You may have heard the saying that  “It takes a village to raise a child.” Well, it takes a team of  professionals to Exit or Transition a business if you want to maximize  value and minimize taxes. No one, two or three professionals has the  depth of experience to optimize your timing and outcome. We have put  together a vetted Team of 5-Star seasoned professionals that have  decades of experience in their areas of expertise and have seen and done  it all.

As an Owner that is planning the Exit / Transition of your business, you need many or all of the following professionals:

• Business Coach / Exit Facilitator
• CPA
• Business Broker
• Valuation Expert
• Business Attorney
• Real Estate Attorney
• Trust/Estate Attorney
• Business Banker
• Third Party Administrator
• Investment / Wealth Advisor
• Life Insurance