All Solutions
Succession Planning
Developing and executing
unique plans that engage multiple
owners and protect firm value.
Practice Valuation
Business valuations are useful for a variety of reasons, including mergers, acquisitions, and succession planning purposes. They can also be used for more personal reasons like estate tax or charitable gifts.
M&A Readiness
Qualified buyers meet the
criteria of the seller, have
the financial capability to purchase the business, have the capacity
to take on the acquired assets
and clients, understand the
M&A process and can craft
a compelling letter of inquiry.
Transaction Support
Assistance completing an M&A transaction. With an award-winning M&A team at your side, you can place confidence in the process. At every turn, our team has been there, seen that, and navigated it. Once you begin this journey, you can expect a lockstep approach with constant and professional communication.
Exit Planning
A strategic blueprint outlining the process of transitioning out of their advisory practice, whether due to retirement, a career change, or other reasons. Schedule with one of our experts to learn more.
Seller Pathfinding
Not sure what’s next? Seller Services can help guide you on the right path. Schedule with one of our experts to learn more.