What We Do
Our services are centered on building our client's Net Worth and Wealth for
now and for future generations.
Our advisory experience in manufacturing industries, service industries
and professional practices is well known and retained by
clients across the United States.
In Completing more than two hundred transactions since 1979, you
will benefit from our extensive network of personal
relationships and contacts.
Acquiring, Merging, Sale, Alliances, Licensing, Technology Transfers
and Joint Ventures are growth structures filled with great
growth possibilities for you.
First, We encourage meeting with you and possibly your attorney,
accountant or wealth advisor to get acquainted in a
no cost discussion to understand your specific goals. In hearing your
ultimate visions for the future, we answer your questions and
suggest strategies. Your specific issues should have specific solutions.
Our experience has successfully solved business ownership
issues for hundreds of other business owners.
Strategic Acquisition Searches
Mergers and Business Sales Including Opinions of Fair Market Value
Succession Planning For Generational Transitions
Our Clients Are Corporations, Private Equity Firms and Family Office Business Councils
We Create Strategic Alliances, Joint Ventures and Manufacturing License Partnerships
Provide Interim CEO & Senior Management Support Services
Manage Asset Liquidation & Surplus Equipment Sales