Business Transition Advisors dedicated to helping owners leave their business on “their terms.” Our team of experienced advisors consists of uniquely trained and passionate professionals and counselors trained in the areas of: Tax & valuation Mergers & acquisitions HR and operations management Wealth management and preservation Risk management & insurance Business law & Estate Planning Our advisory team members have also been entrepreneurs and business owners, making them uniquely qualified to understand the challenges and opportunities that owners face when contemplating and carrying out the business transition planning process. We design and implement customized transition plan strategies which increase the value of an owner’s business and enables them to leave WHEN they want, get the money they NEED and transfer the business to WHOM they choose. Our “data-driven” process enables us to prepare owners and their business for any type of family business transfer, key employee buy-in or external sale. Our process is “scalable” given the owner’s specific goals and objectives, industry type and the nature of the transfer. Given our collective experience in advanced manufacturing, construction, professional services, and health and human sciences we are uniquely qualified to help owners of closely held businesses throughout North America.