Contact Us for Exit and Succession Planning Services

Call, email, or fill out the contact form to learn more about our exit and succession planning services, and how we can help you chart a path to the future.

We specialize in helping owners of healthcare businesses such as:

  • Home Care
  • Home Health
  • Hospice
  • Assisted Living & Memory Care Facilities,
  • Independent Living Communities

You’ve worked hard to build your healthcare business. By working with us, we can help you:

  • Maximize the value of your business now and in the future.
  • Identify your goals for your business succession or exit.
  • Conduct a business valuation.
  • Minimize taxes involved with a business transfer.
  • And more.

We look forward to working with you!

Contact us

Give us a call or drop by anytime, we endeavour to answer all enquiries within 24 hours on business days.

Get Your Value Builder Score

Whether you want to sell your business now or decades into the future, getting your Value Builder Score will allow you to diagnose where you are at and add value to your business for the future.
Get Started Today!

Download our eBooks

Our eBooks offer simple methodologies you can apply to reach financial independence.
Fishing for Value eBook
Fishing for Value, A Proactive Exit Strategy
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8-ways to re-invent yourself in a crisis
8 Ways to Reinvent Yourself in a Crisis
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The Exit Checklist
The Exit Planning Checklist
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The Freedom Point: A Financial Planning Guide for Business Owners.
A Financial Planning Guide for Business Owners
Read more

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