30% of businesses owners don’t have a formal succession plan for their businesses. In many cases, owners don’t have next of kin relationships to pass along their business to and still desire to see their businesses flourish for years to come. We can support business transitions that monetize your years of hard work while supporting the next phase of growth for your business.

Retiring is challenging in the Northeast, U.S. because of high taxation and increasingly colder winter months. Many business owners find other States more inviting for retirement, but yet, are still anchored to their business at home. We help business owners monetize their hard work and transition out of their business while supporting current management for future growth.

Private equity groups are gobbling up businesses and consolidating them to create healthier bottom lines. These processes strip away company culture and belief systems in favor of profits and exit multiples. We keep core values at the heart of the business while creating growth without destroying culture.