125 Half Mile Road, Suite 102
Red Bank, NJ 07701
732.383.2064
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Exit and Succession Planning

Owning a successful business is not an end in itself. Rather, it is a means to an end. We will work with you one-on-one to help protect and preserve the wealth contained in your business – and create a strategy to capitalize on that wealth on your terms,.

  • Buy/Sell Analysis
  • MBO/ESOPS
  • Family Transfers
  • Exit Planning & Sales to Outside Parties
  • Mergers and Acquisitions
  • Cash Flow and Buyout Capital

If you’ve begun thinking about your eventual exit from your business, click here to take a brief questionnaire to provide you with your custom Business Exit Readiness Index™, an online assessment that can assist you in determining your financial and mental readiness for your exit. There is no fee to take the assessment and your answers are sent immediately to your e-mail and kept completely confidential.