Our Services

We guide business owners through the Exit Planning process by providing a range of services, including:


  • Comprehensive Exit Planning utilizing the BEI Seven Step Exit Planning Process
  • Key employee equity and cash based compensation plans
  • Employee Stock Ownership Plan (ESOP) feasibility analysis
  • Key person insurance planning
  • Pre-sale due diligence
  • Identify key value drivers to help enhance business value
  • Identify and prepare a successor, or find a suitable buyer
  • Assess the value and marketability of your business
  • Develop beneficial tax strategies
  • Create appropriate shareholder buy-sell agreements

Contact us to learn more about building your exit plan.