Bridge to the Next Chapter: Your Premier Business Broker and Certified Exit Planning Advisor (CEPA)
Bridge to the Next Chapter: Your Premier Business Broker and Certified Exit Planning Advisor (CEPA)
Growth & Exit Strategies | Valuations | Commercial Real Estate

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