About Winterstone Financial Associates

Our team serves a new breed of business owners who expect more from the professionals who represent them. These owners want more professional services coordinated over their entire business ownership cycle. They want to avoid obvious mistakes, reap greater profits during ownership, and ultimately receive the full value for their business when they exit.

During our meetings, business owners often ask us, “Do you sell businesses?†Of course, our reply is, “Definitely, YES!” However, there is a term that describes our activities better than sales…we are ADVOCATES! As certified Primary Business Consultants, we have the experience to help you prepare your business for the market, the skills to find the best prospects for it, and the expertise to guide you from the initial negotiations through the final stages of ownership transfer.

Our Primary Business Consultants are professional advocates who provide uncompromised coaching through all four stages of the business ownership cycle. We are known as Primary Business Consultants who coach entrepreneurs in four areas—Evaluating, Entering, Enhancing, Exiting—to realize maximum benefits from business ownership!

Using our highly trained professionals to locate the parties and consummate a successful business ownership transfer will result in a “win-win” for all parties. Our Primary Business Consultants have years of experience in business and are trained and certified in an exclusive 52 step “Target Marketing Plan” designed to match the needs of Exiting & Entering principals and service the requirements of their attorneys, accountants, bankers, and other parties to the transaction. Naturally, confidentiality is maintained throughout the entire cycle until it is appropriate to make full disclosures to all parties.

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• ACG
  Association for
  Corporate Growth
• BizQuest
• NCEO
  National Center for
  Employee Ownership