SELLING A PRACTICE? EMPOWER YOUR LEGACY
SELLING A PRACTICE? EMPOWER YOUR LEGACY
Mission Statement: We are in the people development business. We are committed to building a culture that encourages growth, balance, and equitable opportunities. With the best and brightest, we will grow this business to provide thoughtful guidance, holistic services, and ultimately build strong partnerships with our clients.
Mission Statement: We are in the people development business. We are committed to building a culture that encourages growth, balance, and equitable opportunities. With the best and brightest, we will grow this business to provide thoughtful guidance, holistic services, and ultimately build strong partnerships with our clients.
SUCCESSION PLANNING & EXIT PLANNING
For most business owners, their nest egg isn't an investment account; it's their business. Not only is it a running concern around how to transition out of a business, but legacy is also tied to this process. The customers, the staff, and the people who made it happen all matter to owners, which makes this process increasingly difficult. We are conscious of all of these concerns as we walk through this process with owners. Quite frankly, we want to work with people who care about these factors and not just the transaction itself.
4.2M
4.2M boomers are turning 65 in 2025 potentially leaving the job force. The skill and industry gaps are growing, not shrinking.
81%
81% of leaders feel succession planning is crucial to there business, while only 13% report that they feel there company has done this well.
75%
75% of family owned businesses fail to survive to the second generation.
6/10
6 out of 10 business owners in Wisconsin (51,000 businesses), plan to sell within the next decade.
SUCCESSION PLANNING & EXIT PLANNING
For most business owners, their nest egg isn't an investment account; it's their business. Not only is it a running concern around how to transition out of a business, but legacy is also tied to this process. The customers, the staff, and the people who made it happen all matter to owners, which makes this process increasingly difficult. We are conscious of all of these concerns as we walk through this process with owners. Quite frankly, we want to work with people who care about these factors and not just the transaction itself.
4.2M
4.2M boomers are turning 65 in 2025 potentially leaving the job force. The skill and industry gaps are growing, not shrinking.
81%
81% of leaders feel succession planning is crucial to there business, while only 13% report that they feel there company has done this well.
75%
75% of family owned businesses fail to survive to the second generation.
6/10
6 out of 10 business owners in Wisconsin (51,000 businesses), plan to sell within the next decade.
A TARGETED APPROACH
We are targeted in our strategy. We are open to acquiring accounting, insurance, and financial services firms. Our current geographic areas of interest are the greater Madison, Milwaukee, and Fox Valley Regions of Wisconsin. We offer all these service lines at every location, aiming to begin with a focused practice in one area and then expand from there.
A TARGETED APPROACH
We are targeted in our strategy. We are open to acquiring accounting, insurance, and financial services firms. Our current geographic areas of interest are the greater Madison, Milwaukee, and Fox Valley Regions of Wisconsin. We offer all these service lines at every location, aiming to begin with a focused practice in one area and then expand from there.