Services

Business Valuations

We help buyers and sellers place reasonable, supportable values on their businesses using a range of industry metrics, along with proven back-tested industry calculators and hundreds of comparable sales throughout the world.   We provide this all in an easy-to-read, bound written report for about half the cost of most business appraisals.

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Succession Strategies

We help business owners make decisions regarding how to pass on their businesses, ensure their legacies, and get the most from their retirement plans.  This can take many forms, depending on a wide range of factors, including family planning, travel, financial needs, risk aversion and more.

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Buying Equipment Businesses

We help prospective business buyers identify, value, investigate and negotiate potential target acquisitions.

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Selling Equipment Businesses

We help prospective business sellers value and market their businesses for sale to over 15,000 contacts within the equipment industry, and then help them negotiate and close those transactions.

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Business Insurance

We help our clients understand their insurance policies and needs and find the right brokers to ensure their businesses and related assets are fully and properly covered.

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Growth & Expansion

We help our clients with operational, financial, legal, market and industry issues to better understand and address their operational strengths, weaknesses, opportunities and threats, with an eye to leveraging their strengths, and getting out in front of the inevitable pitfalls faced by equipment sellers and lessors, as well as businesses in general.

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