Our consultants
Our professional business consultants offer the following services:
- Business Transition Planning
- Personal and Business Financial planning
- Strategic Business planning
- Industry & competitor research
- Start-up planning
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Merger and Acquisitions
We specialize in the acquisition of businesses with a demonstrable history. Recognizing the natural ups and downs in business cycles, profitability is not a prerequisite for a successful sale. What we do require is a documented history of at least 5 years, enabling us to conduct a thorough and accurate evaluation. Whether your business is currently in a profitable state or not, we are interested in exploring potential opportunities for acquisition. Let's connect and discuss the possibilities for your business.
Managing your business is personal and it’s integral to your financial plan. Your business journey is personal, and it deserves a place in your financial strategy. Where your aspiration involves business growth or succession planned, we are dedicated to seamlessly integrating these objectives.
Our goal is to simplify difficult and emotional decision-making processes by offering practical advice. No matter your specific needs, we are here to guide you in making informed choices that safeguard your assets and foster the growth of your wealth.
Business hours
We are available Monday through Friday from 9 a.m. to 9 p.m.
704 765 2065
- Mon - Fri
- -
- Sat - Sun
- Closed
