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Ready to discuss your succession planning needs or explore partnership opportunities? We're here to help you secure your business legacy.
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Contact Information
Location
New York, Florida
What types of businesses do you work with?
We primarily focus on healthcare and healthcare-adjacent businesses, though we consider opportunities across various industries where our expertise can add value.
What is the typical investment size?
Investment sizes vary based on the specific opportunity and needs. We focus on creating value rather than transaction size, and work with businesses of various scales.
How do you approach succession planning?
Our approach combines financial expertise with deep operational understanding to create succession plans that preserve business legacy while ensuring continued growth.
How long does the process typically take?
Timeline varies by complexity, but initial consultations begin immediately, with comprehensive planning typically taking 3-6 months to develop and implement.