Less than 3% of all businesses are able to be sold or otherwise produce enough cash to meet the owner’s stated objectives.

The current economy, investment realities, and higher taxes are just three of the headwinds making it harder than ever to get the most out of your company.

Half of all business owners are over 55 years of age, and the wave of owners wanting to exit will push values down for those owners who are not prepared.

Work with us:

Our time-tested, proven process can add 20-50% in after-tax proceeds in the transition or sale of your business.

We have over 30 years' experience planning and assisting in exit strategy for midsize companies.

We bring expertise in value building, tax minimization and integration with the professionals needed to make your transition a success and increase your cash flow.

Our experience includes intra-family buyouts, private equity auctions, management buyouts, strategic buyers and ESOPs.

Our fees our guaranteed. Money back if you are not satisfied with our planning or we cannot demonstrate the value or our services after engagement.

Our process can help you:

Choose the right exit path for you.

Maximize the value of your largest asset.

Design and implement an employee retention plan that actually adds value to your business.

Learn the different ways to pay no tax on the sale of the business (and reduce tax now too).

Discover which of the value drivers will make the biggest impact on what you will receive for your business.

Build a maximum-impact strategy that gives you and your family the most control and value while benefiting your community or chosen charitable endeavors.

Increase current business and personal cash flow.

Free for businesses under $10 million in value, or fewer than 25 employees, or earning less than $1 million in profit/owner compensation.

Value builder online assessment: Score your business VS your peers and find out what action steps to take to add and average of 60% in value to your business.

Subscribe to the value builder newsletter which gives real world cases of how business owners like you increased the value of their company.

Why is this free? When you use this free service and increase the value of your company, you can hire us when it’s appropriate. We want to start a valuable, trust-based, no obligation relationship with you.

For businesses with more than 25 employees and $10 million in value or more (earning at least $1.5 million in profit):

Subscribe to the newsletter.

Contact us for a no risk business valuation.

Connect for a strategy session.

Get all you can out of everything you have

Contact Us