Crossroads Advisers

Clarity in Business Planning & Transition
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Our Services

BUSINESS TRANSACTIONAL

Crossroads Advisers’ Transactional Advisory Services provide business owners who are looking to sell or buy a business with the necessary expertise, tools and support to maximize the business transaction process in order to deliver executable results tailored to their unique goals.

BUSINESS TRANSITION PLANNING

Crossroads Advisers understands the unique requirements of each transition method and works with each business owner to develop a transition strategy in order to address your business and personal transition goals. Our business transition methods offer business owners the proper steps and planning needed to ensure a successful outcome.

CONSULTING / ADVISING

Crossroads Advisers works with family or privately held companies assisting them as they prepare for one of the most significant events of their lives “Business Transition Succession/ Exiting.” Our proprietary system enables us to develop a detailed roadmap with solutions centered on you.

Finish Big

Recommended Reading!

Bo Burlingham

In 2014 I read the book Finish Big “How Great Entrepreneurs Exit Their Companies on Top.”  I only wish this book would have been available in 2008 when our family business was sold. The 5 elements that define a business owner’s good exit and the 8 key factors that determine the kind of exit a business will have, are spot on.

-Chris Goebel

Companies we’ve worked with