My passion is helping family businesses work through crucial transition milestones necessary for building marketable value, transitioning multigenerational wealth, and leaving lasting legacies. These are not easy decisions for owners whether the first generation or the fourth. As an owner, you always want to know your options and assess the best options to achieve your goals for you personally, your family, your firm, and your legacy.
Keep the business in the family? Plan for the next generation & management team?
Grow through acquisitions and/or raise growth capital?
Harvest value to de-risking the family nest egg - sell a minority or majority stake?
Outside experience and perspectives are often very helpful through these milestones. Change is tough and often a catalyst for change is needed.

★ BUILD MARKET VALUE - Whether targeting a valuation or a specific timeline or both we plan & execute growth strategies to maximize business value to your timeline. Understanding value early allows for directional changes that will impact market value when needed.

★ SUCCESSION READY - Explore your options, clarify your vision, and develop your unique roadmap to achieving your end game. Experienced and educated as a certified exit planning advisor, CEPA,

★ CAPITAL READY - Be ready for professional bankers and investors. You often only get one shot, and you need to be ready. Be prepared for the capital discussion to secure the deal. Preparation will lower your cost of capital because of being more capital attractive. Are you Capital Attractive?

★ M&A TRANSACTION ADVISORY - Cultural fit is the most important to getting deals done. Start with targeting the right deal partners. As experienced and Certified M&A advisors (CMAA), we quarterback your process to acquire, merge, or sell. There is always much more to a deal than the money.