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.
90% of private business owners are not prepared to sell today for the most profit! Others may want to retire and transfer the business to their children, but they haven't prepared either the company or the kids. This is important topic cannot be left to chance. Being positioned for the most value is the difference between just barely scraping by in retirement or living a life of abundance. As an owner, it's totally your choice. We're here to help show you the way! Read More