Our Clients

We work primary with two types of clients:
Strategic Sellers and Motivated Sellers.

Strategic Sellers are goal-oriented optimizers. They have a certain net proceeds number in mind from an eventual sale. And they recognize the power of planning in achieving their desired outcome. They understand from our business valuation process what their business would sell for today. And they understand from our value enhancing recommendations and strategic timing considerations what it could sell for tomorrow. They are patient and methodical.

Motivated Sellers tend to have a high sense of urgency to monetize the value of their businesses now, often due to a death, disease, downturn or distress. Or perhaps they are simply in a position where they have had enough and they have enough. It is time to move on.

What most have in common is the desire to sell at top dollar to a top notch investor-operator that achieves a substantial investment return while protecting the business legacy of compassionate care that positively impacts older adults and their loved ones.