PURPOSE

Our sole focus is to create more positive legacy transitions for business owners. We recognize that most business owners are used to being in control and the notion of selling your company and pursuing your next path can feel frustratingly beyond your control.  

We aim to transform how business owners envision and plan for their eventual transition. We shift the experience from a stressful one-time event to a well planned and executed strategy that allows you to feel totally prepared and in control so you can realize your ideal vision with no regrets. Unlike other firms, we’re custom built to deliver a personal, relationship-based, people-first experience. 

For buyers and investors, our goal is to open unparalleled access to companies poised to deliver long-term value. For business owners, we offer the best way to maximize value and exit your businesses with money in the bank, a smile on your face, and an inspiring path forward.


PERSONALITY

Our firm’s personality matches that of our professionals and our clients.  We understand pragmatic, hard-working, mid-size company builders because we’ve spent our lives living and working with them…and selling their businesses. We translate our experience working with the world’s leading financial organizations into plain-talking, clear-thinking advice, and a get-it-done work ethic.

PEOPLE

Beginning with our experienced core advisors, we assemble the best team to suit your unique transition process.


Nick Arellano

CFP®, CIMA®, CVA®, CEPA®
Managing Partner

Nick has a keen understanding of marketplace dynamics, drawn from two decades of industry experience advising business owners. During eight years at Morgan Stanley, Nick and his team focused on working with business owners planning a transition. During that time, he realized that he was most passionate about rolling up his sleeves and engaging directly with the owners to help enhance operations and create additional value.

Nick has also spent years working as a buyer of small businesses which provides him with valuable insight into where and how sophisticated buyers see value in companies. Pursuing his own entrepreneurial passion, Nick now uses these past experiences to deliver unmatched personal value to the firm’s clients.

Nick earned his MBA at the University of Chicago Booth School of Business with concentrations in Entrepreneurship, Finance, Strategic Management & Operations Management. He holds the CVA® (Certified Valuation Analyst), CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst) designations.


Noor Zia Khan

Associate


Owen Betanzos

Analyst


Tom Korzenecki

Special Advisor

PARTNERS

We supplement your transition team with best-in-class specialty advisors who are part of our proven partner network.


PROCESS

We consider the sale of your company and your legacy transition to as a vital process, not as an isolated transaction.  In our experience, the most success comes when you pay as much attention to what happens before and after the sale as what happens during the transaction itself.  Unlike too many business brokers and investment bankers, we partner with you from start to finish…and beyond.  

The best Legacy Transition Process anticipates the challenges and hurdles you’ll face when selling your business and preparing for what’s next.  What appears to be a simple three phase journey is complicated by a lot of detailed sub-steps along the way. We’ll make sure you know what’s happening throughout the process and help you make choices including, ultimately, go-no/go decisions.

Want to learn more?

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