Core Business Services Overview

Main Services

A closely held business can, often times, account for over 70% of an owner's wealth.  Furthermore, because the business is considered illiquid the ability to monetize the wealth that is trapped in that business becomes a very complex and sometimes daunting experience.  There are so many moving parts in the process and each must be carefully coordinated in order to maximize results.  At Private Equity Transitions, LLC we have extensive knowledge and experience in the various aspects of transferring a business so the potential to achieve your exiting goals become more realistic.  


From educating the business owner, to planning a strategy that meets the owner's goals, to quarterbacking the execution process, we are available to offer the independent advise owners needs to get through the maze of exiting a business.