Welcome

Buying or selling a business is one of the most important financial transactions of your life. As a business owner you probably have, or will have, a good portion of your assets in your business or professional practice. When the time comes to buy or sell, you need the best representation possible. In what can be a confusing and sometimes difficult process, it pays to leave as little to chance as you can. With the help of a professional, you can navigate unknown territory with ease.

A Certified Business Intermediary (CBI) can help you optimize your transaction by identifying better prospects, clarifying investment potential, and helping you select the lawyers, accountants and other professionals who will provide the necessary counsel to assure a successful transition of ownership. A CBI is an experienced, proven professional whose claim of competence is supported and documented. A CBI has the proven skills necessary to handle the marketing, negotiations and complex details involved in the purchase or sale of your business.

At Wellstone we require that ALL of our associates have a Certified Business Intermediary (CBI) designation. Why trust your business with anybody else?