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Company types we've helped with succession planning include:

Accounting

Facilities mgmt.

HVAC

Hospitality

IT Services

Landscaping

Plumbing

Retail

Restoration

Roofing

Security

​Software

Tutoring

...and more!

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General Criteria:​​​

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Exit plan 1-3 years

# Employees: 10+

Years in business: 3+

Sales: $2M - $30M+

EBIDA: $500K+ 

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These are very simplified criteria and different sectors will have different requirements so don't hesitate to reach out to us to have a discussion to see if your company and time frame is within our scope of work.​​​

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