Skip to content

About Us

We have been working with business owners since 1997 and have spoken and conducted training sessions from New York to San Francisco ranging from Estate and Gift CPAs to National Trade Groups and their conventions. We have been interviewed multiple times by Bloomberg and NPR’s Market Place on industries and value trends. Our 10 books on business brokerage and valuations have been used by the government, the Internal Revenue Service, Industries, Financial and Insurance Institutions, Attorneys, Accountants, Universities and individuals.