Our Mission – Helping Owners Leave on THEIR Terms
Our mission is clear- enabling business owners to achieve their business transition and retirement goals. Unfortunately, most owners don’t exit on their terms…most don’t have a transition plan and are totally unprepared for the challenges brought by sophisticated buyers, emotionally charged family members or un-vested employees.
As a result, our promise is simple…to understand our client’s goals and objectives and to design and implement the best transition plan for them, their family and business. We focus is on our client’s success, and as a result, we only work with owners who are also dedicated to their success…meaning they must be committed to investing the necessary time and resources required for their successful business transition.
As an “M & A” attorney, I learned that the sale of a business is often the most challenging and trying event of any business owner’s life, and they are often left dissatisfied with the results.
That’s why I’m passionate about helping business owners achieve their transition goals so they can leave the business when they want, to whom they want, for the amount they want – enabling them to achieve their desired lifestyle.
Instead of focusing on the sale like every other advisor, we focus on building the company’s transferable value before the sale.