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the owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.
We work primarily with business owners who are looking to diversify their wealth and reduce their tax liability, as well as those who rely on key personnel and need help planning an eventual exit or succession.
Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing
When you are looking for help with sales, management issues, hiring, and when you need a change of outlook
Your business experiences growth and expansion that requires access to capital. SBA lending offers a variety of terms that are flexible and support the growing needs of businesses.