See our approach. Get a Draft in 90 Days
Over a 90-day timeframe, we work with you to draft your exit plan. Your goals, priorities, situation and readiness drive the plan. Having some, but maybe not all answers is far better than having no plan at all. We are not business brokers, wealth managers, estate attorneys, insurance experts or financiers – you will almost certainly need their specialist services to execute. What you get from working with us is an informed and integrated draft plan to take around to them – the context to invite their best inputs – and one to help you deal with the unexpected. We can quarterback a team of such specialists on your behalf. We’ve done this before, know most of the potholes, and can anticipate what’s critical for your success. What you don’t know, or don’t do in selling your business can cost you a fortune. We take that risk off the table, so you don’t leave millions on it.