We are the go-to firm for family enterprises who are planning to
1) transition to the next generation of management/ownership, or
2) sell the company.
We specialize in companies with revenues between $2 million and $50 million.
We are experienced, and we only collect a fee if the plan is successful.
Contact us for an introductory meeting.
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500 West C St, Ste 1500, San Diego, CA 92101