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Business Transition Consulting


It’s Never Too Early to Have a Plan for the Future of Your Business.

Whether you own a multigenerational family business, a company that is destined to be sold for an optimal price or a business entity that serves as an investment vehicle, we can provide you with a variety of value-added services as either an advisor or trustee.

Nearly one-third of businesses taken to market fail to sell.1 Knowing you have someone you can trust helping you through a complex and important sales process – from the preparation phase through closing – can be of great value. You may benefit from:

  • Avoiding costly and damaging broken deals
  • Efficient and shorter deal processes
  • Tailor-made deal teams, including highly qualified advisors
  • Peace of mind that your advisors are acting with your interests in mind
1 Pepperdine Private Capital Markets Project

6 Questions to Help You Prepare Your Exit Strategy