Maximize Your Next Step

Let us help you plan for your business succession and wealth.

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Preferred Method of Contact
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Maximize Your Next Step

Let us help you plan for your business succession and wealth.

"*" indicates required fields

Preferred Method of Contact
This field is for validation purposes and should be left unchanged.

WHY COLONY?

Your business exit is all about defining the value it will bring to you and your family.

At The Colony Group, we specialize in guiding business owners through strategic succession planning that considers financial wealth also personal happiness and fulfillment.

Planning helps yield a greater return.

Assess Your Preparedness:

Knowing what lies ahead brings comfort and confidence. That’s why you want The Colony Group to be your trusted partner. Because true protection comes from thoughtful planning.

SARA’S STORY

Initially, Sara's company was appraised at $60 million… When it came time for the sale, the value had increased to $100 million.

Learn the tax and financial vehicles used to Sarah’s advantage.

A Lifelong Partner

Sarah, like many business owners, enjoyed the benefits of having a long-term relationship with her transaction team as they uncovered opportunities for her new wealth, helped her focus her creative energy on new goals, and helped to manage her family’s wealth for generations to come.

Maximizing The Transaction

Sarah needed a team that could navigate the economics of the sale and help her plan for her family’s life after the sale too. A team that would consider the right tax strategies and be prepared to engage her family long term.

YOUR TEAM

It Takes a Team to Get You Where You Are Going

We collaborate with your existing partners and introduce our network of seasoned experts where necessary; to ensure your transition planning is thorough.

BUILD YOUR TEAM

Define your wealth with The Colony Group.

Congratulations on the success of your adventure. You’ve clearly built the right team to achieve what you have. We look forward to joining your team for your future successes.

Our Approach

We think like you. We know what's important.

We think like you. We know what’s important.
At The Colony Group, we don’t just understand your concerns; we share them. We recognize the gravity of selling your business. It’s a pivotal decision that requires a different set of strategies than those you used in day-to-day operations.
One conversation can change your life.

One conversation can change your life.

How do you value the business?

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What about taxes?

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Can you find the right new ownership?

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What will you do next?

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How do you invest for future generations?

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Where can I visit you?

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