Old-Business Owners


Our Mission

Business owners spend many of their waking hours building their companies.  Many are so focused on growing their organizations that little time is spent on planning for an effective business succession.  As a result, many businesses do not survive the transition to future ownership.  But of course it does not have to be that way.   We collaborate with business owners and their financial advisors to plan for a well-thought-out and properly financed business transition so that their families, employees, and customers have the peace of mind that the business will thrive long term.