Assembling a premiere team to meet your needs.
Based on your unique needs and your company profile, we bring together the optimal team to execute your exit strategy.
Equity Strategies Group has assembled a premiere team of Exit Planning talent to serve businesses throughout the country. Our combined resources can not only help you plan for and execute the successful sale of your business, but also provide you access to capital if reinvesting in your company is recommended to improve its value before a sale. We have partnered with a select group of Investment Banking and Mergers & Acquisitions firms who specialize in working with privately-held businesses, as well as professionals in areas such as Management Buy-Outs and Employee Stock Ownership Plans. This extended team will contribute up front in the Exit Planning phase, and will work in concert with you and your legal, accounting and financial advisors throughout the process.
*Licensed, not practicing accountancy on behalf of Lincoln Financial Advisors/Sagemark Consulting. Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice.
Equity Strategies Group has access to the following tax, legal and estate planning professionals to assist its clients in developing a successful Exit Strategy.
William B. Contessa, CM&AA
Gregory W. Klipstein, J.D.*, LL.M.
Robert E. Appel, J.D., LL.M., MBA
David Megaw, J.D., LL.M., CLU, ChFC
Donna L. Rowan, J.D., LL.M., CLU, ChFC
We have partnered with twenty Investment Banking and Mergers & Acquisition firms to execute an Exit Strategy for our clients who wish to sell their companies to outside parties. They all specialize in mid-sized companies and have different locations nationwide. They provide access to strategic and financial buyers, in the U.S. and abroad, in a wide variety of industries.