About Us

WHAT WE DO

Mergers and Acquisitions (M&A) refers to the consolidation of multiple entities and assets through a series of financial transactions. The merger and acquisition process can be complicated and at times overwhelming. The process includes all the steps involved in merging or acquiring a company. We believe that Entrepreneurs can be supported by a team to assist in this process. Wealth Transfer is a component of this process as well and goes beyond just the acquisition or merger of an entity it involves the amount of money you can save by reducing taxes, and by strategically approaching this type of endeavor. In addition if you are considering this method of growth or divesting then the information we provide will prove to be invaluable.

OUR GOAL

At the heart of our mission, we aim to simplify and demystify the complex process of Mergers and Acquisitions. We are dedicated to empowering entrepreneurs with the knowledge and support necessary to navigate these transformative transactions effectively. Our goal is to facilitate a smooth transition that not only ensures the successful merger or acquisition of companies but also maximizes wealth transfer. By minimizing tax liabilities and strategically planning these endeavors, we help entrepreneurs achieve significant financial advantages. Whether you are looking to grow your business through acquisition or considering divestment, our expert guidance is designed to be invaluable, ensuring that every decision is well-informed and strategically sound.

Kelly Carter

CEO, Beacon Retirement Planning Group

Tyler Smith

Managing Director & EOS Implementer

Let's Talk!

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