Who is a business owner's trusted advisor?
Someone who is considered a partner that the owner wants to engage with when making planned decisions in realizing his or her own life goals.
Transition with a Trusted Advisor
Value Growth Opportunity
Baby Boomers own 63%-66% of the private businesses in the U.S. Between 80-90% of their wealth is locked in their businesses and represents 4.5 million businesses and $10 trillion in wealth.
1. Client Engagement
2. Defining Our Process
3. Triggering Event
1. Intangible Assets
2. De-risking, what is tolerance for risk?
1. Reevaluate the current state of your business
2. Continue the growth track
3. Exit the business
How It Works
Why Choose Us?
Let's Work Together
To Achieve Something Great
20+ Years of Trusted Advisory Experience
Certified Exit Planning Advisor (CEPA)
Long Term Client Relationships
Effective Tools & Strategies