Our Clients

Our clients are busy, hardworking owners of closely held businesses and professional practices. Many have built their businesses on their own or alongside family members. All have a strong work ethic, and know exactly what it takes to be successful.

Focused and structured in their approach to running their businesses or practices, they are keenly aware of the ups and downs of economic cycles, and generally want to manage their exposure to risk in other areas by emphasizing stability and diversification.

Sometimes two or three business partners have seen their start-up take off, and they realize they need to fund a buyout arrangement to protect the owners as well as preserve the continuity of the business.

As their businesses have grown, other clients come to us looking for help to determine how to take money out in the most cost-effective way possible.

Long-time business owners may have reached a point in life where their biggest concern is preserving what they have accumulated and developing a plan to establish their legacy for the future benefit of their children and grandchildren.

Over the years, generations of business owners and their families have relied on our in-depth knowledge and years of experience to help them find the best ways to preserve and protect what has taken their whole lives to build.