Who We Serve

Members offering corporate advisory and transaction services have a responsibility to:

  • Refrain from disclosing confidential information acquired in the course of their work except when authorized, unless legally obligated to do so.
  • Inform subordinates as appropriate regarding the confidentiality of information acquired in the course of their work and monitor their activities to assure the maintenance of that confidentiality.
  • Refrain from using or appearing to use confidential information acquired in the course of their work for unethical or illegal advantage either personally or through third parties.
Did you know that X% of business owners of private middle market companies are not prepared at all for an exit? Most of them expect to retire and would like to sell to buyers or transition to their children, but they haven't prepared their company at all. This is not a topic that can be left to chance. Being prepared or not is the difference between just barely scraping by in retirement or living a life of abundance. As an owner, it's your choice. We show you the path. Read More