Robin brings a great deal to your exit, she:

Assembles Your Exit Team
Robin works with you to determine—and then coordinate and oversee—the professionals needed for your specific business exit, which can include: 

• Financial Advisors ensure your personal financial goals are aligned with the business exit strategy, maximizing long-term wealth.
  
  
• Attorneys structure legal aspects of the exit, safeguarding your interests and ensuring regulatory compliance. 
  
  
• CPAs optimize tax implications of the exit, minimizing liabilities and maximizing after-tax proceeds.
  
  
• Mergers and Acquisitions Specialists facilitate the sale of your business, identifying potential buyers and negotiating favorable terms. They provide one of the first steps in the process, which is a Fair Market Analysis.
  
  
• Bankers provide crucial financing options and strategic guidance, supporting the financial aspects of the transaction.
  
  
• Insurance Brokers assess and mitigate risks associated with the business transfer, ensuring continued coverage and protecting assets during and after the exit.
  
  
• Realtors evaluate and manage the sale or transfer of business-related real estate, optimizing property value and facilitating smooth transitions.
  

• Leadership, Coaching and Culture Experts research trends and provide you with strategies for improving organizational leadership and culture, to help maximize your business’ value.

Streamlines the Process
Because Robin coordinates the legal, financial and strategic team (see above), you can focus on running your business and maintaining profitability right up until your exit.

Provides Objectivity
Entrepreneurs often over or under value their business. Robin's team delivers a realistic valuation so you can price your business competitively.

Minimizes Risk
Robin’s experience and expertise enable her to spot red flags early and reduce the likelihood of last-minute deal-breakers or unexpected tax burdens.

Serves Before, During and Beyond Your Exit
Robin brings 30+ years as a Wealth Strategist and Financial Advisor, with the assistance from her team, to the realization of your goals —from ensuring your family’s financial security to safeguarding your legacy to protecting your loyal employees.