Trusted Advisors & Succession Strategists

Transition with confidence

Where are you on your journey?

Pivoting your business doesn’t have to feel like a rollercoaster ride.

I’m ready to transition my business now

I want to set up a future successful exit

Our shareholders need alignment and clarity

More than a plan.
We solve along the way!


How do you transition? What are your options? How do you get there?


What is your business worth? How do you maximize the value of your business?


Transitioning your business requires a mindset shift. We help you get there.

Jennifer’s understanding of purpose-led business with a people-first approach has been key in supporting the evolution of our company to 100% employee owned. Jennifer’s knowledge, experience and approachable nature have been instrumental in this continued evolution of our business.

daniel rose – founder, the moment


Where do you even start when selling or planning to sell a business?


What goes into determining a fair business valuation?


Who would buy your business and how can you get in front of them?

taxes & legal

What are the legal and tax implications of a business sale?


How do I sell my business and make sure it sustains?