Set people's expectations appropriately. Our responsibility is to educate our clients and to be aware of the issues of selling a middle market privately held business..

Do what you say you will do. “Client First” philosophy is everything.

Confidentiality is paramount. Confidentiality means everything to the seller of a business.  If the competitors, customers, vendors find out that an owner is selling his business then the value of the business can be damaged.  We respect and honor confidentiality.

Our TeamContact Us

Joel Soorenko

Managing Partner
2950 Tamiami Trail North Suite 200
Naples, FL 34103
Phone: (239) 596-8200
Fax: (239) 344-8304

Managing Partner: Joel Soorenko