When it comes to transitioning your business and wealth, what you keep matters more than what you sell for.
Two‑Year Value Accelerator
Over 24 months, we partner with you to optimize every facet of your business and secure the legacy you’ve built—so you exit with confidence, clarity, and more of what you’ve earned.
Service Overview
Our expert team works side‑by‑side with founder‑owners to engineer a co‑created, two‑year roadmap that maximizes enterprise value, mitigates hidden risks, and structures your exit for optimal after‑tax benefit. We combine hands‑on operational upgrades, rigorous risk audits, and strategic tax planning into a single, seamless process—ensuring your success stays in your hands, not the buyer’s.
- Comprehensive analysis of operational efficiencies and growth levers
- Tailored risk‑mitigation and tax‑optimization strategies
- Buyer‑agnostic vetting to align with your values and goals
- Collaborative second‑act planning for your life after the sale
Key Benefits
We understand that your business is the culmination of decades of dedication. That’s why we deliver benefits that matter to founders:
- Maximum Value Retention: Capture every dollar of hidden potential before closing day.
- Wealth Protection: Shield proceeds from unexpected tax liabilities and post‑sale risks.
- Second‑Act Clarity: Define and design your next chapter—whether board service, new ventures, or philanthropic impact.
- Lifetime Partnership: Maintain a trusted ally through and beyond your exit, ensuring plans become reality.
Our Approach
Our process begins with deep listening and diagnostics—learning the unique story behind your business. Together, we craft a 24‑month action plan that weaves operational improvements, risk controls, and exit strategies into a cohesive whole. As we progress, we continuously refine our work, keeping you informed and empowered at every step. This founder‑first approach transforms a complex exit into a guided journey toward lasting impact.
“True value creation doesn’t happen overnight. By investing two years in deep collaboration, we ensure founders don’t just sell their business—they secure a second act filled with purpose and possibility.”
—Nick Arellano, Founder & Legacy Partner
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They were there for me and my team every step of the way.
Mike Cox
CEO at MGW Florida
