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Manufacturing Company
32-year owner-operated business with no documented processes. Implemented SOPs, reduced owner dependency. Sold to strategic buyer at 4.2x EBITDA.
You've spent 30 years building somethingMaximize enterprise
Maximize enterprise
value before you sell
A good exit isn't luck. It's the work you do before anyone makes an offer.
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About
Advisors for a succession crisis
We work exclusively with aging owners who've built something valuable but lack a clear path to exit. Your business isn't a number on a spreadsheet — it's your life's work.
We bridge the gap between investment banks that ignore sub-$50M businesses and brokers who just list and pray. We don't find buyers — we make your business ready to be bought.
20+
Years
150+
Exits
$2M–25M
Sweet Spot
Approach
A three-phase path to exit
01
Discover
Full exit readiness audit. Value gaps, owner dependencies, and deal-breakers — surfaced before buyers ever see them.
02
Diagnose
Tribal knowledge documented. Systems replace spreadsheets. Financials, legal, and operations hardened for scrutiny.
03
Deliver
Confidential outreach, deal structuring, negotiation, and close. Post-sale transition support preserves your legacy.
Services
Areas of focus
One question drives everything we do —
What would a buyer see as risk?
Estate PlanningProtect wealth. Minimize tax. Transfer legacy.
Business SuccessionPreserve value. Groom leadership. Exit on your terms.
Sell-Side M&AConfidential outreach. Competitive process. Maximum value.
Exit ReadinessFind the gaps before buyers do.
Managed ServicesEstate plan fulfillment for estate planning firms and financial professionals.
Success Stories
View all case studiesOwners like you
2023
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Professional Services Firm
Three partners with no succession plan. Documented systems, developed internal leadership. Successful transition to key employees over 18 months.
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Distribution Business
Family-owned for 28 years, paper-based operations. Systematized inventory, modernized operations. Positioned for sale within 24 months.
Contact
Talk about your timeline
Every conversation is confidential. Selling in two years or five — let's map the path forward at your pace.
Share your industry, revenue range and timeline. We'll respond within 24 hours.
inquiries@successioncounsel.comServing business owners nationwide