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!
TECHNICAL
How do you transition? What are your options? How do you get there?
FINANCIAL
What is your business worth? How do you maximize the value of your business?
EMOTIONAL
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
SELLING OPTIONS
Where do you even start when selling or planning to sell a business?
BUSINESS VALUATION
What goes into determining a fair business valuation?
SOURCING BUYERS
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?
SUSTAINABILITY
How do I sell my business and make sure it sustains?