Business Succession Planning Services & Company Exit Consulting

Most, if not all, businesses will meet the qualification criteria, so don’t leave this money on the table.
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Whether you are undergoing significant growing pains, transitioning leadership, or encountering strategic hardship, our succession planning services team has the depth of industry-specific experience (including investment advisory services, business valuation & business succession plan, wealth advisory services, risk management, business ownership & asset protection) to identify the problem, develop a targeted solution, and execute on the delivery of hard results.

Will it be a family member, key employees, or a new owner? Our certified exit planning advisor team is ready to help for a successful transition. Contact our business succession planning experts today!

  • Result-Oriented
  • Easy To Work With
  • Fixed Fee

Consulting Services

  • Traditional Financial Planning 
  • Succession Planning 
  • Estate Planning 
  • Sales & Acquisition 
  • Debt Workout
  • Tax Resolution Services 
  • Quick Cashflow Planning 
  • Recruiting and Retention 
  • Content Marketing 
  • Transition Executive Services

Industries We Serve

We also proudly collaborate with Industry Associations!

Success Stories

Plumbing and Heating Contractor Saves Over $120,000 with R&D Tax Credits

Plumbing and Heating Contractor Saves Over $120,000 with R&D Tax Credits

A plumbing and heating contractor from the greater Boston area with $3M annual revenue came to us for help with a specific tax strategy — R&D Tax Credits for design-build companies. We were more than happy to help our new client save on their taxes and use that money toward growing their business.

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