14135 Midway Road
Our four areas of protection include:
We also work with business owners on succession strategies and employee retention strategies. We help owners maximize the value and strategically position their business, whether they want to sell, pass along their business to the next generation, or acquire other businesses. Our advisors are Certified Exit Planning Advisors, meaning that they specialize in preparing you to exit the business.
To provide this extensive service, we use technology to accurately forecast a number of variables. Our assessments can help you value your business, compare how you stack up to others in your same industry, and understand how ready you are to sell or transition your business. All of these assessments give you a better understanding of where you are and where you should be in your exit planning strategy.
What is your company’s Value Builder score? If you’re interested in knowing how your business compares to others in your industry, we can help with that, too. Find your company’s Value Builder score. Click the link above.
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