Business Transfers & Strategies

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Who We Serve

Our services are for the well-qualified buyer with management experience and sufficient capital to purchase and manage a small or mid-sized business.  Our clients hire us because they do not want to have to become experts at finding and buying businesses.  Our clients seek businesses with "upside potential" where they can apply their skills, experience, and interests to grow an already profitable, healthy business. 

Our typical client's background includes:

  • 15+ years of corporate management or business ownership experience
  • Liquid assets or equity of at least $200K to invest in the transaction
  • Sales & Marketing and/or Operations expertise
  • Directly applicable or transferable experience within the industry of the business being acquired

Our past and current clients include Corporate, Senior or Mid-Level Executives from the following companies:

 Allied Signal  AMP   Capital One Financial 
 GSI Lumonics  HP Hood  Ocean Spray
 Putnam Investments        Schlumberger                Kraft Group
 Thermo Electron  Tyco  General Electric

 

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