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.

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