Industry Focus
While we can help with exit or succession planning for ALL types of businesses,
these are the focused markets that we specialize in:
Home Health, Hospice, Companion Care
- Home Health - Private Pay
- Hospice
- In-home, private pay Companion Care
Assisted Living & Independent Living for Retirement
- Independent Living | Retirement Communities
- Assisted Living Communities
- Memory Care Units
- Skilled Nursing
Medical Services, Especially for Mature Living Transitions
- Joint Health
- Spinal
- Clinics & Medical Facilities
- DDS
Other Businesses Related to Mature Living Transitions
- Medical Devices
- Medical Transport and Moving services
- Long Term Care Insurance Agents
- Reverse Mortgage Companies and Agents
- Estate Attorneys / Elder Law Attorneys
Real Estate
- Residential Brokerages
- Residential Agents (coaching programs)
- Commercial
- Opportunity Zones, Cost Segregation
- Construction
- Architecture
Tech
- Software and Technology
- R&D Tax Credits
- Engineering
