Partners

For the last 10+ years we’ve assembled a team of carefully vetted partners to help you maximize your business value

Attorney for transaction documents and for estate planning

You will need two separate types of legal advisors: one for the legal documents of the transaction, the other for estate planning. They also may be helpful during negotiations.

Accountant for tax considerations (a.k.a. tax CPA)

A great accountant will provide guidance on tax implications of various deal structures.

Financial advisor for retirement projections and investment strategy

The Financial Advisors have experience with sophisticated modeling tools. They prepare projections of financial assets post-sale. They also advise on investment strategies to achieve post sale goals. Income replacement strategies are critical to understand prior to the sale of your company.

Insurance advisor for life, key-person, business, long-term care policies

Insurance advisors provide risk management solutions in the areas of life, key-person, business, and long-term care policies to protect the business owner’s wealth.

Dennis YamasakiYamasaki Insurance Agency
Rick KelleyPLC Insurance
Steve BrownGroup Benefits NW
Valuation advisor for fair market value assessment

The Valuation advisors provide a fair market value assessment of the business for sale. This fair market value establishes clear expectations for the business owner . These expectations may initially be quite different in the mind of the owner.

Lender

Our trusted lenders will help you with securing financing you may require to complete the deal.

Dan BlanchardTrebon Business Strategies
Donna HimplerWells Fargo Bank
Rosario Arias de CarrollPlaza Bank
Ruben LadladPeople's Bank
Business coaches/consultants

Often, business owners can greatly increase the selling price of their company by getting out of working in their business. Operational Effectiveness advisors can be instrumental in quickly identifying areas where improvement may have a substantial impact on the final selling price. We help the business owner identify areas for improvement and look to advisors in general business management, operations; human resources (for example, talent management), and computer technology (IT).

Brian PetersonSRI Talent
Brian TrendlerTrenDesigns
Carrie MaldonadoLimitless HR Solutions
Eric FryAdvantage Development Consulting LLC
Jeff SteeleCMIT Solutionws of Seattle Downtown
Jim HutsinpillerPayNorthwest
Kathy LeicesterSuper Communication
Laura PetersenInnovative Advancement
Lauren OwenLauren Owen LLC
Margaret DorchesterDorchester Consulting
Marty VondrellVondrell Leadership
Michael LanghoutLanghout International LLC
Michael PearceFocused On Revenue
Quincy BellNoesis LLC
Rick BlytheTouch Prospecting LLC
Solomon UwadialeTrafton Consulting Group
Marketing

Marketing is an important part of preparing your business for sale. It helps with establishing a strong brand and creating lasting connections with your target audience.

Business owners wear many hats in the day-to-day management of their companies. They may know a few things about executing the sale of their business. However, because the sale is often the biggest financial transaction of their lives, business owners need the help of experts. They should not go it alone.

We assemble a team of experts who put the business owner’s agenda ahead of their own agenda. Professionals we have worked with are vetted partners who we trust to keep the agenda of the business owner above their own.

Getting the advisory team to play well together can be a challenge. We personally vetted the partners included here. We know they respect and work well together.