Planning the future of a family business is not easy. Family business succession planning helps secure your company's future while...

Succession planning is so important for all small business owners. It helps your business remain strong and operate smoothly in your...

When people think about the term "exit strategy," they often imagine retirement as the primary reason for needing one. However, an exit...

When business owners decide to sell, the hope is often for a quick and smooth transition. However, selling a business can be a complex...

When business owners and investors start a company, they rarely think about how they will leave it. Yet, just as important as launching...

A small accounting firm with a longstanding client base was preparing for the owner's retirement. We helped with an exit plan.

The owner of a small marina with boat rentals was preparing for retirement and wanted to sell at a high value. We helped with an exit plan.

A family-owned assisted living facility was preparing for an sale as the founders neared retirement. We helped with an exit plan.

A third-generation custom metal manufacturing business was preparing for the owner's retirement. We helped with an exit plan.

A fitness studio chain was preparing for a private equity sale as the owner sought to exit the business and retire.

A software as a service company wanted an exit strategy to prepare for acquisition by a larger tech firm.