OUR PEOPLE

A Multidisciplinary
Approach to Ownership
Transition

Meet Our Experts

All
Leadership
Market Leader

To best serve our clients, we’ve built a multidisciplinary team, integrating attorneys, CPAs, tax structuring experts, Chartered Financial Analysts, ABVs, commercial bankers, and MBAs to ensure we deliver a comprehensive transition plan that leaves no detail unaddressed.

Our Multidisciplinary Team

Expertise & Impact

25 years
representing clients
1000+ years
of combined team experience
13+ offices
across the country
25,000+
employee-owners created
2,760+ deals
team transaction experience
200+
clients served

We Want to Get to Know You

The best transition outcomes are grounded in a full understanding of our clients. It’s this personal focus that allows us to continue your impact while enriching your wealth.

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