Trusted Business & Transition Services
For business growth & assistance:
Many firms’ market that they will help you affordably find ways to acquire a business or build a firm from scratch. Have they operated a funeral business that expanded its footprint or have they built a building from the ground up? Lisa and her financial partner have over 70 combined years of experience in these type of expansion areas. Lisa’s clients range from those who are first time buyers, to those who want to expand their footprint regionally. With hands on financial strategies, market research, real estate, planning and zoning knowledge, to small and regional acquisitions, you will find no other firm more qualified to help you grow yourself as an owner and your firms footprint in an expanded market.
For assistance in retiring and selling your business:
They assist you in conducting a thorough financial review of your business and focus on specific budgetary improvement need areas in order to invest in growth programs for your firm. They have both experienced the sale of their own businesses and know the in’s and out’s and the benefits of a great sale. Their job is to protect your interests financially along with your retirement plans affordably so it results in the outcome you desire. With experience in operational and taxable consequences, Lisa and her partner John Schmitz focus on improving your financial performance and presenting a package in the best light to potential buyers. They often work with your team members or next generation members, who have interest in being part of the ownership for the future.
