We work closely with firm founders to structure a customized transition plan that ensures stability for your clients and employees.
If you're a firm owner or founder considering selling your company or formulating a succession plan, let's talk! Our process is straightforward:
Give us a call at (617) 935-0530 or fill out the form at the bottom of this site. We’re always available to chat confidentially about your situation. In our initial call we’ll talk at a high level about your business and your goals.
We’ll schedule a meeting to talk more in-depth (in-person if possible). We want to build a relationship. Usually we can arrive at a ballpark valuation for your business at this meeting.
We will present you with an offer designed to meet your unique needs. We take a flexible approach, tailoring our offer to your individual situation.
The only thing left is to draft the documents and close the deal. We’ll have a post-investment plan in place so you can see that your employees and customers are in good hands.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.