As a…

   Business Owner

What Is Your Business
Really Worth?
Discover strategies to maximize your company’s value before you exit, sell, or grow. Download our free, expert-prepared guide today.


Exit Planning

We provide strategic and transaction advisory services to mid-market businesses to help them seize opportunities, enhance long-term value, and maximize wealth for business owners. With specialization in exit and succession planning, our Owner’s Ensemble is an offering unique to our practice. This team of experts works with proprietors, partners, and incorporated professionals to build more valuable companies, have stronger financial plans, and align their personal and professional goals.

For most business owners, barriers to exit planning are numerous and include not knowing where to start, disagreement within the family, and access to professional advice. But they are not the main stumbling blocks to planning. The top three barriers are finding a buyer/successor, valuing the business, and believing that the success of the business is reliant on the skills of the owner.

Time is also a barrier in more than one way; an absence of time to create a plan, and a belief that developing a plan can be put off until close to retirement. In reality, every entrepreneur needs a current exit plan in case of an unanticipated crisis.


Proven Track record

Our Advisors have a proven track record of creating wealth for Business Owners.

Customized Approach

Receive Tailored Solutions designed to meet your needs and drive your business forward 

Collaborative Partnership

Receive a collaborative and transparent partnership, working closely with experts who are dedicated to success 

Global Access

Be Introduced to investors, buyers, strategic partners and opportunities around the world

Raising Capital

We guide business owners through the process of obtaining capital to grow their business on terms that suit their specific situation.

Services include:

  • Debt financing
  • Equity financing
  • Mezzanine financing
  • Alternative funding sources
  • Working capital solutions


Strategic Advice

We provide strategic advice to help business owners make informed decisions on crucial matters.

Services include:

  • Market entry strategy
  • Expansion strategy
  • Restructuring and turnaround
  • Succession and exit planning


Selling or Acquiring a Business

Our group provides expertise and guidance to businesses to take advantage of growth opportunities and realize maximum value.

Services include:

  • Deal sourcing
  • Valuation negotiation
  • Due diligence
  • Partial and full divestiture strategy