t We accomplish this by very meticulous, “hands on”, time intensive design of business Owner Goals & Objectives. Then scrutinizing collaboratively with the best of breed Strategies & Solutions to achieve optimal harmony and financial results regardless of a voluntary or involuntary exit. |
t As *SETplanningTM (Succession, Exit & Transition) is truly industry agnostic, our services benefit all but with enhanced value for the Hi Tech, Bio-Med, Bio-Tech and Executive service sectors. |
t Profitable, Proactive Owners of Privately held business with Enterprise Value from $5 Million to $140 Million and Successful, discerning High Net Worth Individuals that rely on their most trusted critical advisors.
<span style="font-family: Wingdings; font-size: 10pt;" old="" goudy="" wingdings;"="" symbol;="" style";="" "goudy="">t Trusted critical client advisors. |
