Comprehensive Exit Planning: We prepare mid-market companies and their SHs for a successful transition including transfer to family, employees, charitable trusts, ESOP's, and third parties. We offer business valuations, profitability re-engineering, value maximization, estate planning, executive incentive plans, and wealth management. We begin the process ideally 3 to 5 years before the major SH desires to leave the business. We have a strategic alliance with a wealth management and investment banking firm. Minimum engagements limited to enterprises with valuations of $10MM -$150MM in the US and Mexico.