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End-To-End Wealth Acceleration Services
We believe the highest form of wealth is time. That’s why our focus is on building stable, passive income streams.
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Mergers & Acquisitions Services
We’ve taken everything we’ve learned from numerous successful M&A transactions to bring you end-to-end M&A assistance.
Opportunity Sourcing
Whether you’re looking to buy or sell, our sourcing team is equipped with the network, tools, and knowledge to find you the best on- and off-market opportunities.
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Detailed Valuations
From analyzing P&Ls to holding interviews with current clients, our team ensures every business we transact is ready to be acquired and has the highest chances to succeed under its new owners.
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Transition Assistance
The vast majority of M&A firms bow out as soon as the deal is done. We don’t. We stay involved to ensure all parties are supported long after the deal closes, leading to the best possible outcomes.
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Deal Negotiation
In multi-million dollar transactions, every single percentage point matters. Our team has the experience to structure deals to make amazing companies affordable for buyers, and ensure sellers get paid well.
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Documents Preparation
From Letters of Intent (LOIs), to Mutual Non-Disclosure Agreements (MNDAs), to specific clauses, such as Mutual Non-Solicitation, our team has invested in dozens of documents you’ll need.
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Legal Assistance
Shacking hands on deal terms is not the end, it’s just the beginning. Our legal team then starts preparing P/S, Closing, Lease, BOS, Seller Finance Notes, Asset Assignments, and all other legal files.
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Financial Assistance Services
We invest in your company’s future, providing everything from funds to comprehensive financial management, enabling growth and long-term success.
Lender Financing
Through our vast network of banks and lenders, we are able to get your desires in front of the right people and work with them to secure levels of financing that would otherwise not be available.
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Capital Raising
After several decades of working with thousands high-net-worth individuals, we have access to very large investors who trust our judgement and to whom we can present your growth plan.
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Tax Efficiency
The average high-income earner loses 5- to 6-figures a year in taxes they do not need to pay. Our team helps you set up structures that allow you to both keep and further invest from those amounts.
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Financial Oversight
From bringing together all your financials into centralized P&Ls to analyzing financial data with the purpose of pulling business model optimization insights, our team can handle all your financial needs.
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Portfolio Management Services
We invest in your company’s future, providing everything from funds to comprehensive financial management, enabling growth and long-term success.
Operational Oversight
From coordinating multi-departmental projects to sourcing the best available talent, our business administration teams can help analyze, manage, and improve operations in your organization.
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Demand Generation
As every veteran business owner will tell you: “Sales is a never-ending problem.” Well, if you’ll allow us, we can take charge of all your marketing and sales needs, growing your asset more every year.
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Asset Protection
Employee contracts, vendor agreements, terms of service, insurance coverage, and dozens of other tools should all protect your assets, not create liability. Our team can help make sure that’s the case.
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Systems Implementation
In the 21st century, the only companies that stand the test of time and produce dividends for their owners are the ones that keep implementing systems that help scale and optimize their operations.
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DID YOU KNOW?
Our clients enjoy 17,800% more yearly passive income than the average American household. This is not by accident. Data does not lie. True wealth is built through long-term strategic investments. If you’re interested, apply today.
