About us

Our mission is to help entrepreneurs transition their businesses to the next generation.

​Business owners work with us to increase the value of their companies as well as their chances of successfully exiting one day. When that time comes, we help owners sell or transfer their business confidentially, often without the general public ever knowing, whether that be to family, key employees, or a third party buyer.​

Many of our clients engage us years in advance to start identifying their personal exit plans.  We help them understand what drives the value in their business and identify actionable changes that will have the greatest impact on increasing the value and odds of a successful acquisition. 

We feel that every owner should have a sellable business, whether they plan to sell or not.  Life happens, and unfortunately most owners wait until there is a pressing need in their life before they start to consider their exit planning.  PLUS - the same things that make a business sellable are the same things that make a business fun to own!

And for owners who have made the decision to sell to a third party - we do not lock them into long-term agreements.  Situations change, people have a change of heart.  If a client changes their mind for any reason about selling their company, they can cancel their agreement at any time.

For most owners, their business is potentially the single largest asset in their portfolio.  Unlocking that value to fund retirement or the next phase of your life is critical, and taking the wrong approach can waste years of your time and cause major disruption in the operations and value of your business.

Thanks for visiting,
Jason Pittman