BEACON Business Group is a lower to middle market mergers & acquisitions and business valuation firm that works with business owners with revenues from $500,000 to over $15 million.  We specialize in Wisconsin-based companies, so we are acutely aware of the economic and industry factors that affect the value of your business. Unlike most brokerage firms, we limit the number of active listings we work with to provide our clients with more guidance throughout the exit strategy process.

A recent survey of private business owners conducted by M&A Today found that 75% of the average business owner's net worth is tied up in his or her business.  Yet at least 65% of those surveyed did not have any idea what their companies were worth; worst yet, more than 85% had no Exit Strategy in place.  Given those alarming statistics, we understand the need for private business owners to start taking financial control—for themselves, their families and their companies.

As a business owner, you have worked hard to develop products and services to grow your customer base and profitability.  You have relied on your expertise and instincts to build a successful operation.  Your business is what you know, and you know it inside and out.  During the business succcession planning process, that same expertise and those instincts can, in fact, be barriers to maximizing your financial benefits when you are ready to sell.

At BEACON Business Group, we use the Exit Strategy Team approach.  Your Exit Strategy Team may include a Business Broker, Banker, Accountant, Certified Financial Planner, Estate Planning Attorney, Appraiser, Commercial Realtor and Insurance Agent. We will assist you in forming your team and manage the process from beginning to end.  We have the expertise and contacts within each profession to find the right advisor to fit your needs when it's necessary.  Each advisor will be part of your team, focused on developing and implementing a plan that enables you to reach your personal and financial goals.  Once you have your Exit Strategy Team in place, you put yourself in control over when and how you sell your business. 


Call or email us today to schedule your confidential
meeting with one of our Advisors.

Milwaukee (262) 240-2211             Madison (608) 828-9990
          Fax (262) 478-1300                     Fax (608) 828-4889

consultation@beaconbusinessgroup.net