Who We Are

Collectively we have over 75 years of business experience with main street businesses all the way through Fortune 50 companies. Our focus, and our passion, is on companies with values of $2 mm to $50 mm.  We are able to leverage our experience with big companies to help companies of this size navigate an exit process (or purchase if  you are a buyer of a business this size) by using what we learned on the biggest stages of business and apply it appropriately for smaller organizations.  

We believe that companies of this size are typically under respresented from a professional advisory perspective. The Company's are complex enough to require highly talented advisors, but too small to attract the larger bankers and law firms.  We provides high level advice to these companies because we identify with the entrepreneurs that built them and want to provide them with the best possible advice for the largest transaction of the owner's lifetime. 

Exiting a business is complex and must be handled with the utmost of care with a deep understanding of the motivations of buyers and sellers and the ability to bring those motivations together to create a successful transaction.  There are only a few ways to successfully complete a deal, but a million ways to kill one. Don't trust this process to someone that does it part time, is just a sales person telling you what you want to hear to get the listing or someone who will do the bare minimum to market your business and just takes the first offer that comes along. 

 When you hire us we promise to give you the facts, have hard conversations with you when necessary, advise you of all of your options at every step of the way, and more importantly have only your best interests in mind.  We look forward to meeting and determining if we are a good fit to help you get through what can be a very stressful, but ultimately, lucrative event in your business' life.