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What We Believe

Our philosophy is this…If you own a business and are planning to sell it or some other kind of liquidity event, due to retirement, market opportunity, relocation, poor performance, or other personal reasons such as family, health or burn-out; you should start preparing at least one to two years in advance.

A growing business, producing more cash flow now rather than “in the future”, significantly increases its value, and provides benefits to the owner right now. When it becomes time to sell, it will attract more qualified buyers and investors. Advanced planning provides the opportunity to consult with family and trusted advisors to make sure the personal, tax, and legal aspects of this lifetime event are fully considered. Plus, owners are afforded time to find and train an appropriate successor, whether that successor is from inside or outside, and to plan how to invest proceeds of the sale.