Exit Planning

More InfoCreate liquidity, protect wealth, reduce taxes.

Maximize Business Value

More InfoGet the most from your exit.

Investment Banking

More InfoSell your business, buy a business, or access capital.

For Advisors

More InfoExpand your practice by offering Exit Planning services.

Resources For Business Owners and Advisors

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What Our Clients Say

“Gary provided sound guidance with development of the business toward a value target, and Gary then found a buyer for the company at the value target….” – See More

– Tom M., Business Owner

“I’ve worked with Gary on at least six M&A transactions where he has been a trusted advisor to company founders.

He knows the market and how to present companies to get the best price. Gary has represented both sellers and buyers; he understands the intricacies of the M&A process and how to get deals done.” – See More

– Richard Lyons, Attorney with Wendel Rosen

“I met Gary over 20 years ago, after a botched attempt to sell my company through a mid-sized firm out of New York.  Gary helped us pick up the pieces, located larger synergistic buyer and successfully guided us through the process: leading to the successful sale of our company…” – See More

– Alan Campbell, B2B CFO and Entrepreneur.

“In the last 12 years, I have worked with Gary on three Exit Plans that involved M&A transactions with a total of over $22 million process in value.  He has intimate knowledge of the selling process and developed a number of strategies to help business owners maximize the value of their business. I continue to refer Gary to colleagues and clients.” – See More

– Brian Lewis, Wealth Manager with Morgan Stanley