Exit Strategy
Strategic exit planning can have a monumental impact on your wealth, time and relationships. Our engagement and ongoing support will provide the guidance you need to navigate your exit.
Business Valuation
Knowing your business's market value is key step in planning your exit. We offer full-scope business valuations and annual updates to incorporate changes in your business and market conditions.
M&A Advisory
Our signature service is a white-glove approach to guide business owners with the sale of their company from start to finish. We also work with select buyers in evaluating M&A opportunities.
Financial Advisory
Corporate finance services that includes business plan and pitch deck preparation, financial modeling, due diligence support, forecasting and budgeting, and financial analysis (FP&A).
Lower Middle Market Focus
250K+
Lower Middle Market Businesses in the U.S.
50+
Closed Deals Between 2021 to 2023
$300M+
Closed Deal Value Between 2021 to 2023
15+
Years of Experience
Industries
Services
Healthcare, professional, construction, educational, administrative and other service-related industries.
Products
Manufacturing, wholesale, distribution, and retail industries.
Technology
Software as a service (SaaS), media and other digital driven industries.
Get Started
Contact us for your free consultation today