Providing Management Consulting Services to Small and Medium Sized Businesses

Our Mission to help business owners grow their business, prepare for eventual transition, and deliver their transition goals and objectives.

Practice Areas

Management Consulting

We provide a wide variety of services to help companies grow and become better managed.

Exit Planning Education

Our Exit Architect Academy offers over 200 courses that help business owners prepare to transition from their business.

Transition Preparation

Every owner has a wide variety of transition options. We help the owner select and implement the right solution.

Transition Execution

Implementing the selected transition strategy takes time, preparation and a well constructed transition plan.

Our Certifications

01

Certified Exit Planning Advisor

02

Certified Value Builder

03

Certified M&A Advisor

Have Questions?

Frequently Asked
Questions

Can you help me sell a business?

Yes, We work with business owners both to purchase other business and to sell their business. We provide these services through Stony Hill Advisors – an experienced middle market M&A advisory firm.

Can you help me transition my business to my son?

Yes, We help both with the ownership and management transition and afterward supporting the new management team.

How do you bill for your services?

This varies based on the type, complexity and length of a provided services. Some services are offered on a monthly subscription basis. Other services are provide either on a hourly basis or project basis.

What is exit planning?

An exit plan is a comprehensive road map to successfully exit a business. An exit plan asks and answers all the business personal, financial, legal, and tax questions involved in selling a privately owned business.

What exit planning process do you use?

We have develop our own approach integrating the best from The Exit Planning Institute, The Value Builder System, and our decades of experience of working in transition planning and execution.

What is an M&A Intermediary Company?

These companies work with both buyers and sellers in the lower middle market to find the best matches and create deals that suit the needs of both buyers and sellers.

Have additional questions?

We’re here to help. Let’s talk.