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  • Exit Planning
    • Successful Exit Planning makes sure the business is ready - operations finely tuned, management team in place to run the business, & sales & marketing running smoothly... while making sure the family is ready as well - the business correctly appraised and the family able to thrive off the change from ownership to money management.
  • Building a Saleable Business
    • From formation to sale, we help business owners strategically plan for either a next generation transfer or a 3rd party sale - by working on business operations, new business strategies, and appraising the market value of the business. 
  • Developing Children in Your Business
    • Developing your children into leaders & preparing the family for transition is key to succession planning
  • Living Your Business and Family Legacy
    • Transferring wealth, knowledge, and family culture to the next generation takes proper planning!
  • Building a Self-Managing Company
    • Creating a Management Team that can run the business without you, while developing them as leaders
  • Creating new entities
    • Whether you are buying new companies, or planning to create one of your own, we advise you through new business ventures and strategic formation of entities