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We offer middle market expertise to the owners of businesses with gross revenues between $5 and $50 million (service businesses with gross revenues of more than $2 million). We focus our resources on the emerging (growth) phase, acquisitions, exit planning and/or the sale of your business. Next to the growth phase, we believe the acquisition or sale of a closely held entity to be the largest, most significant event in a business owner’s financial life. The consequences to an owner, a spouse, children, and grandchildren are enormous. That’s why we work collaboratively with a business owner’s existing professional advisors or, if needed, offer immediate access to our alliance of several dozen professional advisors. Together we can successfully help grow your business, consider the consequences of an acquisition, facilitate your exit, and/or ultimately complete a transaction for its sale.


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