Whether you built it, inherited it, or are in the process of buying it, when it comes to transitioning in business there’s only one right way to do it, and that’s in style!

Cavalry’s business transition services are designed to help entrepreneurs facilitate and manage all of their business transition services under one roof and with the coordination of one of our dedicate professional. 

A Cavalry advisor will work alongside you to prioritize your goals for the transition, consult on processing transactions, and identify and coordinate with outside financial and legal council to ensure you have a structured process to follow and the right team in place to so that you walk away from  the business transaction with the best possible outcome.

We work with small to medium sized privately held and family-owned businesses to help map out and facilitate the orderly transition of business control.

Being well experienced with the challenges that can arise during, whether the business is passing to next generation family or management, or being sold to an outdoor strategic or financial buyer.

Throughout our process, we stay attuned to the very personal nature of our clients’ needs, and respond quickly to issues and concerns as they arise.

Our services extend well beyond minimizing the tax burden of a transion.

Through Business Transition Services, we help owners plan for the longer term , in terms of both business and private goals of all individuals involved. We help improve company governance processes, ensure a good entrance and exit process for shareholders, and develop a wealth plan that protects, preserves and grows existing assets.