22 Boston Wharf Rd 7th Floor

Boston, MA 02210

3013 Willow Lane

Thousand Oaks, CA 91361

(800) 984-3302

Business Owners and Entrepreneurs

Average age: 57, ranging from 29 to 86

Key Issues: Business Succession, Cash Flow Management, Risk Management, Benefit Plans, Retirement Plans, Profit Sharing, Diversification, Taxes, Corporate Structure, Business Valuation, Liquidity, Partners and or Key Employees, Banking, Charitable Concerns

How Much, When, Who, and How: Business Valuation, How Much Will I Need, When, Who, How, Investment Banking

Prepare for Business Transition

Pre-Transition Planning

The Valuation You Need