a consulting firm focused on exit planning for the owners of closely held middle market companies.

At Structured Financial Partners, our mission is to help the owners of closely-held companies achieve success in exiting their business. Exit Planning is the tool that allows us to do this. Our clients are typically the owners of companies doing $5 to $100 million in revenue. They are over age 50 and expect to make a transition out of that ownership position in the next two to ten years. We use a consultative process to help ready them and the business for the optimal result from both a ca...

At Structured Financial Partners, our mission is to help the owners of closely-held companies achieve success in exiting their business. Exit Planning is the tool that allows us to do this. Our clients are typically the owners of companies doing $5 to $100 million in revenue. They are over age 50 and expect to make a transition out of that ownership position in the next two to ten years. We use a consultative process to help ready them and the business for the optimal result from both a cash flow and a tax perspective. Exit Planning, to us, is process oriented, not transaction oriented. This is important, because some owners want to keep a business in the family, while others want to sell to outsiders. Our process works well in either case.