How to join our Partner Referral Team

To assist business owners and their families to successfully transition the ownership of the business and leadership of their business and the family to the next generation.  Our clients have created a successful business with multiple departments, a management team, and are still majority owned by the founder.  The founder is considering what to do with the ownership and management of the business; leave to family members, sell to partners or key executives, or sell to a 3rd party.  There may be unresolved conflict in the family and in the business due to these issues and the founder is in a dilemma over which  path to choose.

To assist business owners and their families to successfully transition the ownership of the business and leadership of their business and the family to the next generation.  Our clients have created a successful business with multiple departments, a management team, and are still majority owned by the founder.  The founder is considering what to do with the ownership and management of the business; leave to family members, sell to partners or key executives, or sell to a 3rd party.  There may be unresolved conflict in the family and in the business due to these issues and the founder is in a dilemma over which  path to choose.