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figuring out who should buy your business

Resources

Over time, we’ve built strategic partnerships to make sure all clients can get the help they need. Please contact us should you need a referral for professional service providers.

We’re happy to refer:

  • accountants
  • attorneys
  • business brokers
  • business coaches
  • commercial loan officers
  • investment bankers
  • wealth advisors
  • as-needed CFOs

Please just ask, whether you’re our client or not. Thanks.

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