Complimentary Services:
Resources and information on transferring or acquiring a business.Take Advantage of a Complimentary Consultation
All of our consultations begin with a telephone conversation, during which we learn about a perspective client, the company, and the client's problem or objectives.
After a phone consult, we both decide whether it would be mutually beneficial to for us to meet in person.
If we decide to meet, we schedule a free consultation at one of our offices, your place of business, or the office your accountant or other trusted advisor.
As we start our consultation, we sign a confidentiality agreement to assure you that all discussions will be held in strict confidence.
During our conversation, we learn more about the company's history, performance, future prospects, and possible issues with health, family, or partnerships. We also discuss the unique industry, economic climate, and market conditions that affect the business. If appropriate at that meeting, we discuss your potential exit from the company in the future, or value enhancement services for the company.
At the end of our time together, we determine whether and how we can be of assistance.
Whatever happens next, you are always in control, and there is never an obligation to use our services or the alternatives we present.
If you're ready to schedule a complimentary consultation,
call us at 860.253.9087


