Your Business Succession & Exit Strategy Specialists
Who We Are
With over fifty years combined experience and shepherding countless successful transitions, the Affluence Marketing team confronts challenges and proposes solutions in the most efficient manner possible, ever mindful of our motto: “Serve First”
In doing so, we are dedicated to the preservation of our client's wealth. Providing value-added service with integrity, enthusiasm, excellence, and experience, we address the needs of our clients, their families and their businesses to explore all possibilities.
From Transaction to
Transition and Beyond
With so much at stake and one chance to get it right, we understand the importance of this moment. So much so that we’ve dedicated our careers to streamlining complexities and maximizing your decision-making.
And that’s just the beginning…
We canvas the financial universe for every prospective buyer to assure the highest valuation of your business while simultaneously collaborating with your team of financial professionals and advisors to develop and implement an exit strategy and estate plan to fruition.
We do it all for you.
Three Step Succession Process
We work closely with you, every step of the way, to help manage and facilitate all parts of the process:
Review All Options, Scenarios and Solutions to Create the Best Plan
Procure Potential Buyers and Manage Transaction(s)
Help You Understand and Maximize Your New Financial Outlook
