Professional M&A Consulting

Monetizing assets at the time of sale will increase the value of your business while requiring less cash upfront for the buyer.

Key Man Policy Purchase

Sell the Policy When It Is No Longer Needed (Retirement or Merger)
Company or Individual Is No Longer Responsible for Premium
Term, Split Dollar, Whole, or Universal Life Is Eligible
Excellent Added Asset for Mergers & Acquisitions
$3.2 Million Recently Paid for a $5 Million Policy with $1.7 Million in Cash Value