To faithfully serve Entrepreneurs, their families, and their teams by assisting each Entrepreneur in reaching their dreams of business exit and succession, acting as a trusted partner, with success tied directly to outstanding results.
Monte Perry has been an entrepreneur, investor and business executive since running his first P&L at age 20. In the decades since, he has led multiple businesses & organizations, and has been sought after by entrepreneurs, management teams, and boards to lead organizations through growth and into successful exits and successions, including multiples of increased business value.
Today, Monte also acts as Business Broker / M&A Intermediary, using his “at the table” business transaction experience and Exit Planning Advisor certification to guide Entrepreneurs through what is, for many, the most important transaction of their life.
Experienced growth centered executives that have spent the last 15 years helping business owners achieve – and go beyond – their dreams of business value and succession.
We LISTEN to business owners describe their financial dreams & family goals and provide solutions to reach them by first evaluating two key elements, Time requirements and Capital desires. We then EXECUTE a developed exit plan that maximizes capital in the shortest possible time.
We have lived the life of Small – Middle Market business (SMB) owners, so we have a passion to help them. We truly believe the most resourceful, hard-working, ‘salt-of-the-Earth’ people we’ve met are SMB entrepreneurs, and we find joy in helping them and their families experience great rewards for their sacrifices.