While a successful owner is adept at running a company, preparing to sell it as a bankable enterprise takes time and is both new and complicated.

Legal, employee, tax, accounting, and litigation considerations can all be involved. While you understand your business, are your books and records in a format required by sophisticated investors? To be successful in the sale, you must think like an investor, not an owner.

Our Alliance Partners can assist you in developing a smart exit strategy. One that will put you in a leadership position. We do this in conjunction with senior partners at three other advisory firms. A top national law firm, a global wealth management company, and a national accounting and advisory services company.