Broker Check

For businesses

We have a unique understanding of the challenges that business owners face with regard to ongoing financial management, and future planning.

We offer a broad solution set that includes:

  • Buy-sell agreements
  • Succession planning strategies
  • Disability income planning
  • Executive compensation and benefits
  • Retirement planning
  • Employee benefits

Calculate your company’s ‘Sellability’ score

The Sellability Score is an interactive tool that gives you a comprehensive assessment of the "sellability" of your business, whether you want to sell next year or just know you're building a valuable asset for the future. When you complete the Sellability questionnaire, you'll get an overall Sellability Score out of 100 plus your score on the eight key drivers of Sellability, which are statistically proven to increase the value of your company.

Get your free sellability score today!


How much is your business worth?

In addition to knowing how ready you are to sell your business, you will want to know what your business is worth. We can conduct a business diagnostic to determine your business’ worth through three lenses – your estimate, the amount needed to replace the earning power of the business, and the value you would receive in the unfortunate circumstances of a forced liquidation.

Contact us today for a no-obligation consultation.