Professional Referral Network
Connect with trusted professionals to guide your business transition.
Types of Advisors
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M&A Advisor
Sell-side representation and deal execution
Business Attorney
Legal counsel for contracts and structure
CEPA
Certified Exit Planning Advisor
Wealth Advisor
Financial and estate planning for owners
CPA
Tax strategy, compliance, and audit support
Growth Advisor
Strategic planning and operational improvement
Insurance Specialist
Risk management, key person, continuity
Organizational Design Consultant
Succession planning, leadership structure
Search Advisors
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How It Works
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1.
Answer Questions
Business owner completes brief intake form
2.
Get Matched
Admin manually or automatically routes to relevant professionals
3.
Connect & Consult
Direct introductions or scheduled consultations
Over
of business owners regret how they exited.
With the right tools and guidance, that won’t be you.
