Working with entrepreneurial families and business owners across many industries and sectors of interest, with a team of multi-disciplinary skillsets to provide a diverse range of solutions.

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• Value Creation for Transition Readiness - Business value is the number 1 goal.

• Personal, Business Assessment, correlated to your business range of value.

• Business Valuation Modeling with fairness and valuation opinions.

• Keep or Sell Decision Making.

• Employee Stock Ownership Plan (ESOP) Structuring.

• Estate Planning Business Transfer.

• Strategic Planning/Restructuring.

• External Exit Planning.

We have expertise in navigating transactional dynamics sell-side and buy-side for businesses with and without real estate.

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• Acquisition or divestiture of a subsidiary of a company.

• Identifying, structuring, and executing a merger.

• Analysis of an entity bought or sold.

• We are licensed Commercial Real Estate Brokers and are a proud part of the Coldwell Banker Commercial SFOC network across the United States and Canada.

We specialize in placing business and owners in the right life products and reviewing those policies on a regular basis as you grow and transition toward your future. We are an independent agency with a large array of markets to fit you.

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• Life Insurance Solutions.

• Life Insurance Policy Reviews.

• Performance Review for variable policies.

• Premium Financing.

• Life Insurance for estate liquidity.

• Buy/Sell Financing.

• Key Person Life Insurance.

• Spousal Security/Income Replaement.

• Long-term Care