We are a leading advisory firm that specializes in providing customized, practical corporate finance advice tailored specifically to the unique needs of mid-market private and family-owned businesses.
We understand that your business is more than just numbers – it's your legacy, your passion, and your family's future. That's why we take the time to truly listen and comprehend your unique story, challenges, and aspirations. Our tailored approach to mergers, acquisitions and transition planning is designed to fit your individual situation perfectly.
Selling your business is a pivotal moment, often filled with emotional and financial complexities. We understand the weight of this decision and the challenges it presents. Our sell-side M&A advisory service is designed to support you through every step of this significant journey.
Ready to take the next step in your entrepreneurial journey? Take our Transition Readiness Assessment to find out how prepared you are for a successful business transition.
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What could be easier than transferring your family business to its natural successor: your heirs apparent, your offspring? If some of your first guesses were peace in the Middle East, increasing honesty in politics, or convincing a teenager that he or she might be wrong about something, you have probably witnessed your share of family-business transfer disasters.
- Ian Smith, Founder & Managing Partner