Define Your Value
Find Your Trusted Partner in
Let us help you plan for your business succession and wealth.
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Define Your Value
Find Your Trusted Partner in
Let us help you plan for your business succession and wealth.
"*" indicates required fields
Why Choose Us:
We stand out in the realm of business succession planning for one simple reason – we help to eliminate regrets.
With a wealth of experience in both wealth management and succession planning, we approach each client’s needs with a personalized touch, understanding that every situation is unique. We work with your existing team and can supplement where needed for tax planning, estate and trust structures, legal considerations… all designed to reach your goals.
When you choose The Colony Group, you’re not just gaining a partner for your business journey; you’re securing many trusted advisors committed to realizing your vision for the future.
Meet the Team
Our experienced team understands your exit is a pivotal moment. Meet the members who will help you unlock the full potential of your legacy.
One conversation can change your life.
Jeremy Kuhlen, CFP®, CRPS®, AIF®, CEPA
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John F. Weeks, CExP
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Max Haspel, CEPA®
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Enhancing Value:
Holistic Support
A dedicated team of professionals with diverse backgrounds, credentials, and extensive experience, guiding entrepreneurs, owner-managers, and families through every stage.
Business Valuation
Assets are both tangible and intangible. Garner a deep understanding of your business’ value, and the even greater value on deal structure, and a thoughtful approach to effective wealth creation.
Collaborative Advisory
We help facilitate the assembly and collaboration of an expert exit advisory team, ensuring synergy and alignment to achieve optimal outcomes.
Transition Planning
Let’s craft a tailored transition plan and explore various exit options that align with your personal, family, and professional timelines, to realize a seamless transition process.
Negotiation & Structure
By providing adept negotiation support and structuring transactions to maximize after-tax proceeds, we safeguard your financial interests.
Your Next Adventure
Our team even wrote a book on business succession planning.
Learn why we emphasize planning.
“We’ve seen countless financial benefits to business owners when proper planning takes place. It’s sad to see a missed opportunity or regret due to lack of forethought. We want to engage early to help guide our clients through this new venture.”
Michael Nathanson
One conversation can change your life.
