Contact Us

Have questions? We'd love to hear from you. Send us a message and we'll respond as soon as possible.

Common Questions

Answers to frequently asked questions about contacting us.

What should I prepare for an initial consultation?

To make the most of your initial consultation, it helps to have the following information ready:

Basic business financial information (revenue, profit, growth trends)
Overview of your business structure and operations
Your timeline for transition
Your goals for retirement and desired level of ongoing involvement
Any specific concerns or questions you have about the transition process

Don't worry if you don't have all of this information prepared—our team is here to guide you through the process regardless of where you are in your planning journey.

Is there a fee for the initial consultation?

No, we offer complimentary initial consultations to all prospective clients. This first meeting is an opportunity for us to understand your needs and for you to learn more about our services without any obligation.

During this consultation, we'll discuss your business, your retirement goals, and outline potential transition strategies. We believe in building relationships based on trust and value, and this starts with our no-obligation first meeting.

How quickly will someone respond to my inquiry?

We strive to respond to all inquiries within one business day. If your matter is urgent, we recommend calling our office directly at (555) 123-4567 for immediate assistance during business hours.

After your initial contact, you'll be assigned a dedicated transition specialist who will be your primary point of contact throughout your journey with us. This ensures you always have someone familiar with your specific situation available to address your questions and concerns.

Can you work with businesses located outside your office areas?

Yes, we work with businesses throughout the country. While we have physical offices in three locations, our services are available nationwide. We utilize video conferencing, regular phone check-ins, and occasional travel to provide comprehensive support regardless of your location.

For clients outside our office areas, we also have a network of local partners who can provide on-the-ground support when needed. Our digital systems and processes are designed to facilitate effective remote collaboration while maintaining the personal touch that defines our service.

Ready to Start Your Transition Journey?

Take the first step toward a rewarding retirement while preserving your business legacy and financial security.

Tell Us About Your Business Schedule a Consultation