Exit Planning Services
Helping owners grow their businesses
and achieve their life plans.
We leverage our training and personal entrepreneurial and business owner experiences with a people-focused approach to provide the following best-in-class business advisory services:
Growth Planning
Bringing the strategic growth activities of professional investors to middle market companies to maximize value.
Learn MoreTransition Planning
Helping owners prepare for the transfer of ownership of their largest asset, their privately held business.
Learn MoreMergers & Acquisitions
Coordinated growth and transition planning to ensure the most successful middle market business transactions.
Learn MoreRecent posts on Exit Planning
Exit/Growth Planning & Transaction Advisory Services
This webinar - recorded March 29th, 2023 - will give you some good insight into what our recent alliance -... read more →
April 3, 2023
Seeing the Big Picture with Your Business Exit
The success of exiting a business depends greatly upon the mental perspective and preparation of an owner during the exit... read more →
February 3, 2023
FAZ Case Snapshot: Follow the Cash – Banking and Financial Statement Analysis Allows Client to Recover Embezzled Funds
In this case, the client owned and operated a mental health care provider that specialized in providing facility-based therapy throughout... read more →
September 15, 2022
FAZ Case Snapshot: Profitability and Lifestyle Analysis Helps FAZ Client Win Favorable Settlement
In this case, our client had opened a restaurant with a Restaurateur who already owned and managed a successful restaurant... read more →
July 14, 2022
FAZ Case Snapshot – Collaborative Law Resolves Marital Dissolution and Business Disputes
This is a case involving a couple who used the collaborative law process to resolve their marital dissolution along with... read more →
May 12, 2022
How to Make Business Growth Predictable
Does this sound familiar? You want to grow your company, but you’ve hit a wall. Or maybe you are trying... read more →
May 13, 2021