Broker Check
Business Exit & Transition Planning

Business Exit & Transition Planning

We specialize in business transition strategies.  All business owners will exit their company and we advise on the optimization of the event whether today or years down the road.

Learn more
Business Value<br/>Acceleration

Business Value
Acceleration

We help business owners focus on the key drivers that improve the business multiples and result in a more attractive company.

Learn more
Personal Financial &#38;<br/>Legacy Planning

Personal Financial &
Legacy Planning

We work with families to create roadmaps to help our clients reach their goals efficiently with an emphasis on flexibility. 

Learn more
Sell Your Business For More

Sell Your Business For More

Our firm believes that a strong focus on building a better business is the best formula for improving your balance sheet and accomplishing your goals.  

Our research shows that companies achieving a score of 80+ out of a possible 100 get offers that are 71% higher than the average company. Whether you want to sell soon or own your business for decades, getting and growing your score makes economic sense.

Get your Value Builder Score
Are You Ready to Exit Your Business

Are You Ready to Exit Your Business

Whether a business exit is on the horizon or years away, PREScore will prepare you, personally, for a successful transition into your next chapter while enabling your business - and your people - to continue to thrive. The next five minutes could profoundly impact the second half of your life. . . are you ready? 

Get Your PREScore Now
What is a Business Continuity Plan

What is a Business Continuity Plan

What happens to your business in the event of your inability to call the shots. Do you have a document that outlines instructions to your family and management team. What steps need to be taken to give them the needed confidence in your absence?

Contact Us

Have a Question

Thank you!
Oops!