Grow and protect your business by working with our disciplined and experienced team of contracted business advisors. Our planning programs work as road maps that guide the business owner on the five major components of the corporate business enterprise. These components include corporate risk management, commercial financing, commercial real estate brokerage, merger acquisition and advanced legacy planning. Below is a list of our services available to you as a client.

Corporate Risk Management Insurance

Business ownership and management are not adequately prepared for a short term or long term interruption to the business operations. Leverage your risk with Insurance is the best protection. Certain insurance plans are required by State Law.

• Workers Compensation Insurance
• Group Health Benefits & 401k Plans
• Business Owners Packages (BOP)
• Commercial Property & Casualty
• Key Person Life & Disability Insurance
• Buy - Sell Agreement consulting
• Estate  & Wealth Transfer Planning

Commercial Financing (Capital, Equity, Debt)

There is often a need for funding during growth or challenging times. Financing can be secured from our many sources.

• Conventional Lending / Asset Based Lending  
• SBA Financing 
• Inventory Line of Credits / AR Factoring
• Equipment Financing

Commercial Real Estate Brokerage

You will need a new location to grow your business.  If you are purchasing or leasing we will negotiate as licensed real estate brokers on your behalf.

• Purchase ~ Sale ~ Lease Strategies
• Independent Broker Price Opinion
• Lease Renegotiations
• Corporate Expansion & Relocation Search 

Merger & Acquisition Advisors, Business Brokerage

Selling, Merging or Acquiring a business requires comprehensive market analysis, extensive industry data & expertise.

• Business Valuations, Formal USPAP or Opinion of Value
• Professional Seller Marketing, Representation and Negotiations
• Business Succession Exit strategy planning
• Acquisition Search programs

Success Exit Transition (SET). The business Success Exit Transition (SET) planning program is a road map that guides current ownership on the five major components of the business enterprise. These components include risk management, commercial real estate & financing, merger acquisition and advanced legacy planning.  The SET program works with a disciplined, experienced team of contracted advisors and embraces your current advisor relationships.  SET your business from Success to Transition.

Management Buy Out (MBO).   SET to assist in the acquisition of employers’ divested division of a larger corporation.

Employee Stock Ownership Plan (ESOP).  SET to assist owners and employee group determining the viability, implementation and financing of ESOP as a business exit sales strategy.

Family Limited Partnership with ESOP (FLSOP).  SET to assist in one of the best programs available to pass your business to the next generation.