If you’ve ever walked alongside a business owner during the sale of their company, you know—this isn’t just a transaction. It’s emotional. It’s deeply personal. And it’s often the biggest financial moment of their life.

As trusted advisors—accountants, lawyers, tax specialists, wealth planners—you’re typically the first to hear the early “what if” questions. You’re there for the sleepless nights. And when it’s time to get serious, you’re the one they lean on for guidance.

We see you. And we’re here to support you.

The Power of Partnership

At our core, our team specializes in building and executing M&A strategies that lead to successful outcomes for your clients. We don’t replace you—we work with you. Because when we’re aligned early, we can all do our best work.

Here’s what that looks like in practice:

• We sit down together, listen, and map out a plan tailored to the client’s goals
• We help the owner see their business through a buyer’s eyes
• We identify financial, operational, and legal gaps that could affect value
• We manage the deal from prep to close, while you continue in your role as trusted advisor

It’s Not Just a Deal—It’s a Legacy

This process goes beyond financials and spreadsheets. It’s about helping an owner confidently let go of something they’ve spent decades building. And that takes time.

That’s why we encourage advisors to start the conversation early—ideally 3 to 5 years before a sale. With the right runway, we can strengthen the narrative, clean up the numbers, optimize tax structures, and ultimately create a deal that reflects the real value of what’s been built.

We’ve had the privilege of guiding many owners through this once-in-a-lifetime transition. The most successful ones always had two things: a plan, and a strong team of advisors around them.

If you’re working with a client who’s thinking about selling, let’s connect. We’re ready to partner with you—not just to get the deal done, but to get it done right.

Because when you’ve spent a lifetime building something, you only get one chance to sell it well.

Jim Friesen, MBA, CPA, CM&AA
Founder | Partner