HOW IT WORKS

PoleStar is an innovative group of transition, exit planning & valuation advisors that work exclusively with entrepreneurs.

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PoleStar is an innovative group of transition, exit planning & valuation advisors that work exclusively with entrepreneurs. Specifically, we advise & advocate for business owners & help them successfully navigate the steps to reach their goals, no matter where their company is positioned in the business life cycle.

We specialize in:

  • Retirement Assessments
  • Legacy/Transition Planning
  • Exit Strategies
  • Building Business Value
  • Valuation Assessments
  • Expert Witness Services

Our goal is to help business owners understand what drives the value of their business so that they can maximize its value. We can help almost any owner get the most out of their business when they’re ready to sell so they can move on to other opportunities, retire, or turn the company over to family or employees.

Unique to PoleStar is our holistic approach that considers the well-being of the business owner and their legacy. There is not one solution to transitioning a business and we consider all of the options. Our single focus is to help you find a transition strategy that fits your goals so you can retire, transition or sell confidently.