Strategic, Growth, or Exit Planning Consultation

Strategic, Growth, or Exit Planning Consultation

Preparing a business for sale requires competent guidance regarding valuation, financial performance, business structure, staffing, timing, taxation and targeted investors. Citadel Advisory Group team members are experienced business executives with extensive expertise in merger and acquisition transactions. We will assist in preparing your business for sale or growth by working closely with you to understand how to maximize the value and optimize your return. Citadel consultants also interact with your trusted advisors to ensure understanding and consistency in advice and implementation.

Certain principals of Citadel Advisory are licensed Investment Banking agents registered with Burch & Company, Inc., 4151 N. Mulberry Dr, Ste 235, Kansas City, MO 64116, member FINRA/SiPC. Services involving securities shall be performed by Burch. Citadel Advisory and Burch are unaffiliated entities.