Quechee, VT Strategic Exit Advisors LLC, a growing business financial services firm, is now open for business in Vermont.
SEA provides owners of privately held companies with business valuation, exit planning and mergers and acquisitions advisory services. The New England office is the companys third. Other offices are located in Princeton, NJ and Doylestown, PA
Craig Allsopp, a founding partner of SEA, will lead the firms business growth efforts in the region.
We chose the Upper Valley because its a growing business hub, accessible to other parts of New England and a great place to live, said Allsopp, who recently moved from the Princeton area. Its as simple as that.
SEA helps business owners consider their options for maximizing value while minimizing taxes as part of the planning process for selling or transferring their companies.
With baby boomer business owners starting to retire, we are on the verge of the largest generational wealth transfer in history, says Allsopp, who was CEO of Internet Publishing Group prior to its sale in 2002.
We aim to put business owners in a the position where they can reap the benefit of their hard work and convert their ownership interests into cash either by selling to a third party or transferring their companies to family members or key employees.
SEAs client base includes manufacturers, auto dealers, business service companies and distribution firms. The companys web site is www.seadvisorsllc.com.
Meet Our Partners &
Craig O. Allsopp is a founder of Strategic Exit Advisors and a Certified Business Intermediary®. He is a former executive and publishing company CEO with more than 25 years of experience working with B2B companies. He holds a Masters Degree from Penn State University and earned his Financial Planning certification from Boston University. Craig is a member of the Business Enterprise Institute and speaks and writes frequently about exit planning and private company ownership.
Curt A. Cyliax is a founder of Strategic Exit Advisors and a Certified Public Accountant. He is a veteran business intermediary and certified equipment appraiser whose exit planning and transaction experience includes working with business owners in the manufacturing, distribution and education sectors. Curt is a member of the Institute of Business Appraisers and a former Board member of the Pennsylvania Business Intermediaries Association. He is a graduate of Drexel University.
Rob W. Waring is a partner in Strategic Exit Advisors and a Certified Public Accountant. Rob is a graduate of Lehigh University with more than 15 years of financial experience in both public accounting and senior financial management roles. His experience is primarily with high-growth businesses in the pharmaceutical, chemicals and consumer products industries and includes responsibilities for acquisitions and divestitures as well as corporate finance work.