• Seeks to exit at some point in the not-so-distant future, typically several years from now?
• Actively works in your company?
• Cares about the legacy you leave behind?
• Feels an obligation to people impacted by your exit: co-owners, key employees, valued customers? 
  

• Desires to reach financial freedom, but you have the majority of your net worth tied up in the business and its assets?
• Wants advice and assistance?
• Recognizes you have one shot at success?
• Lacks time and experience to do this yourself? 
  

“This team is professional, educated, and responsive. I could not be more pleased with the support they have given to me. Furthermore, I would say they are as dependable and as caring as anyone that I have partnered with.”

James F. Wessel

Brindlee Mountain Fire Apparatus

“They have made our business more valuable in the advice they bring to the table, not only on our business and the decisions that will impact our exit but have advised us on our management team and our operations. They have become a trusted advisor on all levels of our business and in our personal life as we continue to reach out to them before making major decisions.”

Joe Roszkowski

Superb Foods

“We never would have been as prepared without your process and expertise. If we can ever do anything for you in the way of reference, please do not hesitate to let us know. Thank you for your partnership.”

Eric Helman, Continuous Health