Business is a battle.
Position yourself to win.
You're looking for good advice.
We've been there. And we join you in the fight.
Get expert advice from experienced entrepreneurs that have started, led, and sold 50+ businesses and secured 4,000+ financing and exit transactions as advisors
Analysis before advice
Get rigorous analysis of your industry, your valuation, your company’s performance compared to your competitors, and your opportunities to go to the next level
Get the best possible capital or exit option that fits your requirements using a platform that gives your deal the broadest exposure while protecting your confidentiality
Keep your proceeds
Select from a menu of higher-quality services for a flat fee rather than pay exorbitant variable success fees that erode the wealth you've worked so hard to build
You're looking for options.
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Our Growth Strategy Framework drives proven value creation for you and your business through a process of rigorous analysis, dynamic synthesis, bold strategy, and decisive execution.
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Access to Capital
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Our Legacy Value process insures you maximize your exit by presenting numerous flexible options to help you meet your goals for the next phase of your business, ranging from ESOPs to MSOPs to UARs to a partial sale to a full exit.
It all starts with our free Capital Reality analysis which includes a comprehensive valuation of your company with all of the market details you've been wanting to know.