We specialize in helping business owners strategically transition, exit, or restructure their companies—whether through a sale, partner buyout, employee transition, or succession planning. Our approach is tailored to each client’s needs, ensuring a smooth and financially sound transition.

It depends on the complexity of the business and the exit strategy, but a well-structured exit generally takes 6-24 months. The more time we have, the more options we can create.

We conduct a comprehensive assessment based on financial performance, industry trends, growth potential, and market conditions. For internal transitions (family or employees), we also consider creative deal structures that align with your financial goals.

Exit planning isn’t just about selling—it’s about maximizing business value and creating future options. Whether you sell in 1 year or 10 years, starting early ensures you get the best deal when the time is right.

This is common! We specialize in creative financing solutions, including seller financing, structured buyouts, and external funding options that allow employees or family members to buy the business without needing significant upfront capital.

Most businesses can be transitioned—it’s just a matter of finding the right strategy. If your business isn’t attractive to outside buyers, we can explore internal transitions, management buyouts, or restructuring options to create a viable exit path.

Unlike traditional M&A firms that focus only on selling businesses to the highest bidder, we take a holistic approach to exit planning. We help owners explore all possible exit paths—whether it’s selling to employees, passing it to family, or restructuring. Our expertise in creative deal structures makes us the go-to firm for owners who don’t fit the standard M&A model.