Business Succession Transition Team

  • Attorneys and Accountants
  • Trust and Estate Advisors
  • Commercial / Private / investment Bankers
  • Insurance Specialist
  • Benefits Specialists
  • Valuation Specialist
  • ESOP Specialists
  • Executive Compensation Specialists
  • Property & Causality Specialists
We have direct access to a wide range of related services for preserving, protecting and transitioning your assets, including:
  • Estate Services
  • Trustee & Fiduciary Services
  • Investment Management Services
  • Real Estate and Specialty Asset Management
  • Life Management Services
  • Wealth Planners
  • Business Advisory Services
In addition to creating an exit plan well before it is needed, Jamie also assembles a team of experts that his clients can rely on for a wide variety of services related to the Sale or transition of the business. He maintains alliances with deal-oriented professionals who focus on preparing businesses for transactions and shepherding them through the process. His network includes:

Few transactions require all of these resources, but Jamie helps his clients connect with the individuals needed to manage expectations and maximize value at this critical juncture in the life of the business and the owners.

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