Succession Planning & M&A Advisory
Preparing to sell your business, bring in partners, or retire? We guide business valuation, M&A structuring and partner transitions to protect value and minimize tax.
Exit & Transition Planning
We help business owners plan exit strategies—whether selling to third parties, passing to family, or transitioning leadership—focusing on value preservation and tax efficiency.
Valuation & Deal Structuring
Business valuations, drafting buy-sell agreements, and structuring deals that maximize after-tax proceeds—tailored to exit or partner transition goals.
M&A & Transaction Advisory
Our advisory covers due diligence, quality-of-earnings reporting, negotiation support, and post-closing integration to help deals close smoothly.
Ownership Continuity Governance
We ensure governance structures and owner alignment support your transfer goals—protecting family, partner, or employee transitions from legal and tax uncertainty.
Legacy & Financial Continuity
We guide exit-planning with an emphasis on legacy preservation—helping clients achieve tax-optimized transitions that reflect their long-term vision and values.