PEER GROUPS


A business owner’s decision to exit their business, and their transition to whatever is next is never a single event.

It’s typically a multi-year, multidimensional journey that affects all aspects of their life, including their professional role and their employees, family, wealth management, legal planning, social expectations and philanthropic work. Perhaps even more important, it affects their sense of identity, self-worth, and significance in the world.

All owners need support on their journey. And while advisors and experts are important companions, no one better appreciates the realities of transition than other owners.



That’s why we’ve formed a partnership with Evolve – a peer group community that offers business owners the opportunity to share their experiences and learn from others.


Find out more about Evolve

Connect with Evolve

About Evolve

Power of peer groups

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