How you exit matters.
We can help you do it right.
Our model allows you to:
- Get a competitive, tax advantaged sale
- Set your company up for long-term success
- Ensure your people, mission and values are protected long-term
- Incentivize next generation leadership
- Maintain flexibility for growth and change
- Exit over time, while staying involved
A simple process for selling a company to the people who care most.
We help owners design and execute a sale to a customized trust that is run by key stakeholders and experts, while getting cash out on day one. This method is much cheaper than an ESOP and offers competitive sale pricing, tax advantages, long-term upside and perks for management.
Full-service Exit Planning with Trusted Advisors.
(not an army of lawyers)
Feasibility
We work with co-owners, family, and key stakeholders to make sure a trust exit is aligned with your goals and financially feasible.
Design
We help build, legally paper and refine your business exit trust, ensuring that your operating principles are protected for the long haul.
Financing
We put together a customized financing package to fund the conversion with affordable, aligned capital.
Support
We work with you and your team to equip the next generation to manage, lead and steward the company’s growth over the long-term.
Exit with Purpose
One of our experienced advisors can quickly answer all your questions and help see if our model makes sense for your business.
Full-service Exit Planning with Trusted Advisors.
Step 1: Feasibility
We work with co-owners, family, and key stakeholders to make sure a trust exit is aligned with your goals and financially feasible.
Step 2: Exit Design
We help build, legally paper and refine your business exit trust, ensuring that your operating principles are protected for the long haul.
Step 3: Financing
We put together a customized financing package to fund the conversion with affordable, aligned capital.
Step 4: Support
We work with you and your team to equip the next generation to manage, lead and steward the company’s growth over the long-term.
What other owners are saying
Matt Kreutz
Founder / CEO
Brandon Dunn
CEO
Steve Piersanti
Founder
Want to learn more?
Get a free digital copy of our book on exiting to employees through employee ownership trusts. This book covers the basics of our model and goes deep into comparisons with ESOPs and other options.