Business Transition Advisory

Your business likely represents a significant portion of your net worth. When it comes time to plan your exit, this will represent the single most important financial event in your life. While this may be the only business you ever sell, our team has advised on over 100 business exits and transitions. Don’t go it alone and risk making an irreversible financial mistake. Our business transition advisory services include:

  • Sale of a business (majority and minority)
  • Recapitalization of a business
  • Management buyouts
  • Generational ownership transfers
  • ESOPs
  • Value enhancement
  • Capital funding
  • Investment banker search and due diligence


Our Business Transition Advisory Approach

Strategic Wealth Partners specializes in the wealth management needs of entrepreneurs and business owners. Whatever stage your business is in—from launching a new startup to planning your exit—we can help you develop a strategy to maximize the value of both your business and investment assets.

Your business is your most important financial resource, and it should be managed as such. We are well versed in the risk profile you have as an entrepreneur and can help you manage and diversify your risk exposure to achieve long-term investment goals while still protecting your hard earned assets.

At Strategic Wealth Partners, we help you protect and grow your business as an asset in your portfolio. As your trusted advisor, we can help you plan early on how to efficiently transition the ownership of your business so, when the time comes, you’re able to extract the maximum value from your business and seamlessly transition into the next phase of your life.


The Strategic Advantage

  • Experience

    Our team has advised on hundreds of successful business transitions. We can help you to avoid the common pitfalls and navigate you towards a successful exit.

  • Planning

    We work with you to determine whether your projected liquidity event is sufficient for you to realize your lifestyle goals. This way, you can proceed down your exit path with confidence.

  • Value Building

    If you’re at least a few years away from your exit, we can work with you to increase the value of your business. In doing so, you’ll walk away with maximum value when the time is right.

If you are thinking about selling your business and you want a better understanding of its true value, take a few minutes to use our free Sellability Score tool. In under 15 minutes, you can see how easy it would be to sell your business, as well as how likely you are to get a premium price.

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 2-hour information-rich educational workshop will get you on the right track to achieving financial success. Register For the Workshop