Want a Free Business Exit Valuation?

You should consider working with our firm if you want to:

• Know your true business value before heading into negotiations.

• Maximize what you keep after taxes when you sell.

• Build a strategy to increase value and reduce risks before an exit.

• Save time and stress by working with a team that guides you through the entire process.

• Protect your legacy and ensure your wealth transitions smoothly to family or other priorities.

You can explore how we help owners like you by reviewing our case studies or reading insights on our blog.

There are three key differences that set us apart:

1. Specialized in Business Exits – We don’t try to be everything to everyone. Our focus is on helping business owners prepare for and maximize the value of their exit.

2. Tax + Value Expertise – Most M&A firms focus only on the deal. We integrate exit planning, tax strategy, and investment management so you walk away with more after the sale.

3. Team-Based Approach – Instead of working with one person, you get our entire advisory + M&A team behind you. That means broader expertise, better coverage, and no details overlooked.

Other firms may provide valuations or basic investment advice—but few combine M&A expertise, tax efficiency, and wealth management under one roof. That’s why we offer a Free Business Exit Valuation Assessment™—so you can see firsthand if our expertise matches your goals.

Yes. We work with business owners across the U.S. on exits of all sizes and timelines.

• Nationwide delivery: Strategy and valuation calls via secure Zoom.

• Secure document sharing: Encrypted portal and MFA-protected data room.

• Partner-friendly: We coordinate with your CPA, attorney, and other advisors—and bring our own experienced team to the table.

• Time-zone flexible: We schedule around your calendar and deal milestones.

Ready to explore fit? Schedule your Free Business Exit Valuation Assessment™ and we’ll outline next steps.

It only makes sense to hire an advisor (or any professional) if the value they provide exceeds the cost.

In other words, the time and stress saved by having an experienced M&A + wealth team—combined with the tax savings and deal improvements—should more than offset the fees being charged.

Our Free Business Exit Valuation Assessment™ will quantify the benefits you may receive so you can make an informed decision about hiring our firm.

Our transparent fee covers ongoing tax-aware financial planning, investment management, and coordination with our M&A team.

The blended advisory fee is based on the value of the assets we oversee and manage:

• 1.00% on the first $1,000,000

• 0.90% on amounts between $1M and $2M

• 0.75% on amounts between $2M and $5M

• 0.50% on amounts over $5M

This is our only form of compensation—we never take commissions, kickbacks, or hidden revenue sources.

Scheduling a Discovery Meeting with us is the first step to see if we are the right fit to help maximize your exit and manage your wealth after the sale.

We do our best work with business owners who want a comprehensive, long-term relationship—not just a quick project. Exit planning isn’t a one-time exercise; it’s an ongoing process that involves valuation, deal prep, tax strategy, and post-sale wealth management.

Because of that, our firm does not offer an hourly or one-time project fee option. Instead, we structure our fees as a transparent percentage of the assets we manage once your sale is complete, so our success is fully aligned with yours.

If you’re simply looking for a one-off valuation or a transactional project, there are firms that can provide that. But if you want a team dedicated to maximizing your exit value and guiding you through the entire transition, we may be the right fit.

engagements, consider reaching out to the Garrett Planning Network.

For safety, convenience, and transparency, we use Altruist—the fastest-growing independent custodian in the U.S.—to hold client assets.

Altruist is built on modern, secure technology and offers a streamlined client experience. Through their platform, you can view your accounts 24/7, track performance, and access reports whenever you need them.

All accounts are SIPC-protected and backed by FDIC insurance for cash balances, giving you the confidence that your wealth is both safe and accessible.

We chose Altruist because they combine security, speed, and ease of use—allowing you to open accounts quickly (often instantly), transfer funds smoothly, and focus more on your strategy and next chapter instead of dealing with clunky systems.