Who We Are.
From our beginning over 20 years ago, creative design strategy has driven our business. Our strategies run the gamut — sales, mergers, acquisitions, divestitures, ESOPs and MSOPs, as well as a number of hybrid approaches. Our succession strategies stimulate a number of market sectors, including construction, manufacturing, medical, communications, finance, retail, insurance, information technology, food service, wholesale, distribution and many others.
First, we are proven exit experts devoted solely to your goals. We are strategists who pursue timely results, not extended projects. Our management team has been in the trenches for decades as top executives in business, legal, tax, accounting, M&A, and valuation. Thus, we are poised to work with your team to deliver sterling results. We will never overstate capability and never adopt cookie-cutter solutions.
Who We Are Not.
We are not venture capitalists or investment bankers who require membership on your board or control in your business. We are not a replacement for your current investment advisors. We are not speculators, interested in long-term commitments.
What We Do That Differentiates Us.
What We Stand For
Our Core Values
Integrity First
We provide honest counsel even when it's not what clients want to hear. Your long-term success matters more than a quick transaction.
Owner-Centered
Every recommendation starts with your goals — financial, personal, and legacy. We tailor every strategy to your unique situation.
Deep Expertise
Our team brings decades of combined experience in M&A, ESOP structuring, tax planning, and business valuation.
Long-Term Thinking
We measure success not just at closing, but years later — in the health of the business, the employees, and the community.
Why Corporate Transition Consulting
Experience You Can Trust at Every Stage
- ✓Over $4 billion in transactions advised
- ✓Specialists in ESOP, M&A, and management buyouts
- ✓Offices in Phoenix and Sacramento
- ✓End-to-end support from planning through closing
Our People
Seasoned Advisors, Dedicated to Your Success
Our team combines backgrounds in investment banking, law, accounting, and operations, giving you a complete advisory team under one roof.
Meet the Team