SERVICES

BUSINESS TRANSITIONS

We provide business transition consulting, planning, valuations, and sales.

 

Whether you are simply considering a business transition, ready to sell, or want to explore your options, we offer a free consultation to help guide your decision. We have experience ranging from structuring ownership agreements, partnership sales, and mergers, to complete 100% sales of businesses.

 

We have managed a wide variety of business transitions and can customize a plan to meet your needs. From selling and fully exiting, to selling and staying involved, or even leasing space back from the buyer — we have solutions for every scenario. We recognize every transaction is unique and requires a tailored approach.

VALUATION

Whether you are looking to value your business for a sale, a merger, or for estate planning purposes, we can help. There are many details that go into performing a valuation, and understanding which approach to use based on your specific business is crucial to ensure you don’t leave money on the table.

 

Let us perform your valuation. Contact us for a confidential consultation regarding appraising your business.

COMMERCIAL REAL ESTATE

Does your practice transition include selling the real estate?

Are you interested in holding onto the real estate and leasing it to the new owner?

No matter what your real estate goals are, we will execute them into your transition strategy.

Are you prepared to move or grow your practice, or do you have a question regarding your lease?
We would love to hear from you!