Business Acquisition & Sale

We can assist in the negotiations for the purchase or sale of your business, ensure the deal is properly structured to minimize tax exposure and maximize wealth, complete due diligence on the prospective purchaser or vendor, obtain necessary financing to fund the purchase.

Business Succession – passing ownership and control of your business to the next generation is often difficult.  We will work with your family members and advisors to develop and implement a plan to meet your objectives.

Financial Forecasts & Projections – we can help you complete a financial forecast or projection to:

Support bank or other third party financing

Meet terms of a banking agreement

Assess / support decisions such as a new office move or technology purchase