Business Advisory Services

Helping Business Owners

see their business through the eyes of an Acquirer

How are private businesses doing with Exit Planning?

  • 12 months after selling, 3 out of 4 business owners surveyed “profoundly regretted” the decision. (Price Waterhouse)


  • 70-80% of businesses put on the market don’t sell. (Business Reference Guide, T. West)


  • 95% of M&A professionals believe a business owners unrealistic expectations of company value are the biggest obstacle to sale or transfer. (AM&AA)


  • Only 30% of all family-owned businesses survive into the second generation; only 12% survive into the third generation; only 3% operate at the fourth generation and beyond. (Family Firm Institute)
Our Organizational Affiliations


"...about putting value in people and allowing them to do what [is] needed...for everyone/company to win..."

"...instrumental in helping several of my business owner clients with complex financing, succession, restructuring, mergers and acquisition scenarios."