WE'RE HERE TO SUPPORT YOU TO
Create a Lasting Legacy & Successfully Retire
Whether planning succession, or selling your family-owned business, we partner with you to achieve your goals.
Whether planning succession, or selling your family-owned business, we partner with you to achieve your goals.
As entrepreneurs and business owners at Equity4, we understand the challenges of starting and building businesses, and how closely connected they are to our personal legacy. And let’s be honest - it’s hard to let go when the time comes.
Our team of advisors guide you through casting your vision of succession, defining your goals, crafting strategies, and supporting the process of deal making.
Our expertise ensures tailored strategies, smooth transitions and maximum value for every transaction.
Solutions to find and equip the perfect successors for your business.
Tailored Legacy Strategies designed to meet your unique goals and objectives.
Business Valuations to determine the true worth of your company.
Facilitation and support through the deal making and due diligence process.
We Understand That This is Your LegacyLife's WorkPassion
When you’ve dedicated years of hard work and passion to building your business, you deserve to see the full rewards of your efforts. Every business has its own unique story, and every industry comes with distinct challenges. Choosing the right partner to identify qualified successors and craft a post-sale plan that maximizes cash flow and minimizes taxes is essential to a successful exit.
Let us help you turn your business legacy into a profitable future.
At Equity4, we utilize a proven process to create WIN-WIN outcomes for our clients.
Understand your personal goals.
Establish your business baseline – establishing the health of your business, market analysis, and competitor analysis.
Assess your business value – recasting the financials and growth strategies.
Maximize profitability – cleaning up and organizing your business for maximum return.
Legacy Wealth Planning – Minimize the tax bite of sale, replacing current income after the sale of the business, and ensuring a comfortable retirement.
Comprehensive support for buying, selling, or transitioning your family-owned business—built on trust, clarity, and expert guidance every step of the way.
Equity4 acquires targeted family-owned businesses. We work with owners to facilitate a smooth sale and transition.
Equity4 works with business owners to craft a customized legacy strategy based on their personal “ideal”.
Equity4 works with business owners to determine a fair market valuation, incl. add-backs, financial analysis, funding options and the “Valuation “Gap”.
Equity4 works with buyers or sellers of family-owned businesses to facilitate a “Speed of Trust” due diligence process geared to be completed in 30 days.
Equity4 partners with family business buyers and sellers to provide full-service support—valuation, due diligence, terms negotiation, and post-sale transition.
At Equity4, our team brings a wealth of expertise in financial markets, leveraging their skills and insights to make strategic decisions that drive our clients toward their financial goals. This commitment allows us to offer the highest level of service and personalized support. We are confident in our ability to guide our clients toward success and look forward to partnering with them to build a prosperous future.
MBL & Technical Expert
Discover the true value of your business and take the first step toward a successful partnership. Fill out our free business appraisal form today and let our experts provide you with personalized insights to guide your next move.
At Equity4, our focus is to maximize a lasting legacy for business owners, and to provide leadership and vision for their businesses to continue to thrive beyond them.
We are committed to delivering exceptional service by understanding our clients’ unique needs and exceeding their expectations every step of the way.
Our goal is to create lasting relationships with business owners and investors, built on trust, transparency, and shared success.
Through innovative strategies, practical tools and dedicated support, we help businesses and stakeholders unlock new opportunities and achieve their greatest potential.