Planted for the benefit of future generations,
the Tamarisk is a legacy tree.
Planted for the benefit of future generations,
the Tamarisk is a legacy tree.
“Two-thirds of all businesses today are owned by Baby Boomers, born before 1964, but fewer than 30% of these businesses will make it to the next generation or be sold.”
– Exit Planning Institute
“Two-thirds of all businesses today are owned by Baby Boomers, born before 1964, but fewer than 30% of these businesses will make it to the next generation or be sold.”
– Exit Planning Institute

Our Services

Value Building

Increasing the value of your business in anticipation of succession or a planned exit.

Succession Planning

Planning for leadership succession to maintain continuity and protect your legacy.

Exit Planning

Preparing for and optimizing the sale of your business to a family member or strategic buyer.

Strategic Planning

Clarifying and implementing your long-term and short-term strategic business and personal goals.

Trusted Advisor

We help business owners navigate the challenges of selling their businesses or transitioning leadership to the next generation, with a primary focus on protecting their legacy.

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What Will Your Legacy Be?

Isn’t it time to protect your legacy?