22 Boston Wharf Rd 7th Floor

Boston, MA 02210

3013 Willow Lane

Thousand Oaks, CA 91361

(800) 984-3302

The Valuation You Need

Transition Your Company at the Valuation You Need for Retirement and the Causes and Concerns You Care About

Once prepared, we will work with your team help manage this process. We will help quarterback all professionals needed to secure the transition and maximize the valuation.

  • Sale of Business
  • Recapitalization of a Business
  • ESOP’s
  • Generational Ownership
  • Management Buyouts
  • Value Enhancement
  • Capital Funding
  • Investment Banker Search and Due Diligence
  • Captive Plans