A family-owned assisted living facility wanted a valuation to support its strategic planning and a potential sale. We helped with that.

A UPS franchise operator with 10 locations needed a valuation to plan for an eventual sale. We helped with that.

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.