Solutions



For the successful low-to-mid market business owner, life is complex. Money, family, business, employees, wealth, personal health, values – they are interwoven.

To be effective, a transition solution (be it scale, sale, or succession) must meet the long-term goals of the owner while remaining flexible to meet the immediate needs of the business.  

Our M3 transition framework for business owners is built around three core components: 
My Business + My Money + My Self = Transition Success
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M3 Framework

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