Partnership for pre- and post-sale planning
When it's time to exit a business, we can help from the initial stages of assessing ownership structures to evaluating financing solutions to facilitating the sale in accordance with your goals.
Succession and estate tax planning strategies
The decision to exit a business is often very personal and complex. Using efficient tax structures, such as trusts and philanthropic vehicles, we can facilitate your wealth preservation and legacy goals.
Business community network
We can give you access to key specialists in private equity, M&A advisory services as well as third-party referrals within the industry and our Private Wealth Management community.