Fresh Perspective

Leveraging our wealth of practical expertise

across a variety of industries.

Providing strategic direction and support to small & medium sized 

businesses, typically only enjoyed by large corporations.

Holistic Methodology

Focusing only on those things that make

the greatest impact.

     PoM Advisory Group

      ​Peace of Mind to business owners

Why Now?

Wherever you are in your business lifecycle it's critical to plan your Exit Strategy. Delaying this will result in money being 'left on the table'. Maximizing your exit value starts now!

All big businesses have an Exit Strategy. Unfortunately owners of small & medium sized businesses ("SMB's") are too busy focusing on day-to-day operations to think about it. They neglect one of their largest assets by failing to plan for the time when they want to or have to retire. They refuse to accept that an unforeseen event could force early retirement. They assume their children will take over or that their business. They count on their business being acquired for far more than it is worth in the state it is in. Often their business relies too heavily upon them and is worth little without them. Maximizing the exit monetization requires years of advance planning.

​We examine where your business is today, where it has the potential to be, and then formulate a plan to steer it towards the optimal position.

Only by knowing the specific elements that acquirers of companies in your industry value the most can you position your business to optimize your exit value. We use a holistic approach to deliver a customized exit strategy. 

Maximize Monetization

Converting hard earned sweat equity in one of your largest assets into real dollars.

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Optimal Exit Strategy

In over 50% of cases, exits have occurred at unplanned times. 

When it's time to sell you business, WILL YOU BE READY?

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