Secure a Lasting Legacy

It's our mission to provide business owners with the education and tools they need for effective and meaningful transitions, ensuring benefits for all stakeholders and their posterity.

How We Help

We are a non-profit, educational association of advisors, dedicated to providing business owners and fellow professionals alike with resources for successful exits and fruitful transitions.

Our members form highly effective teams with a common Vocabulary, Framework, and Process.

This empowers our clients to design and implement a Master Plan benefitting their businesses, stakeholders, themselves and their family legacies.