The M&A Advisor Specializing In Exit Planning
What does your final destination look like?
Value Creation + Exit Planning =
Wealth Creation Transaction
Achieving Personal AND Business Goals
Our Mission
To empower business owners with the tools, resources, and expertise to ensure their successful exit, when they want to, and on their terms
“Ryan Tracey is one of the most conscientious, hard working professionals I know. He has great experience with and insight to the unique psychology of the private business owner, and has terrific strengths to help high performing entrepreneurs achieve their goals”.
--Pete Worrell, Co-CEO Bigelow LLC, and author Enterprise Value (McGraw-Hill)
“I had the opportunity to work with Ryan who was able to dive in, understand the complexities of our business, and after a short time really become a part of our team. Ryan had the ability to explain everything in plain English and got the full team’s buy-in to the growth plan and what the business could become which made a great difference as we met with different investor groups. I would highly recommend anyone who owns a business and wants to understand their options get to know Ryan”.
--Brendan Ready, Owner Ready Seafood
We work with Business Owners at all stages of the ownership lifecycle
Our clients are business owners who are thinking:
- How would an investor value my business? Ok, well what can I do to increase that value?
- My kids would rather work for the next crypto currency company... what is the company succession plan now?
- My company has grown larger than I ever expected, what are my options now?
- What if I’d rather be watching my grandkids little league game? My role just isn’t fun anymore
- I would rather take money out to pay for my kid’s education… or buy a new boat
- My wife already purchased a Florida home… How should I think about the right timing to exit?
- I can’t keep doing this forever. My team is all over 70 years old, how do I take care of them?
- If I were to exit how do I maintain confidentiality? And not have the entire industry possess my financials
Why Highland?
As business owners and family members ourselves, we understand the pressures and responsibilities you deal with on a daily basis - as the CEO, owner, parent, and boss to employees viewed as extended family.
With all that on your plate, who has time to think about Exit Planning? Highland was formed to help business owners pause and take that higher level view – let’s look back to how far you have come. What goals do you have for your business, and more importantly, what goals do you have for yourself and your family?
Our holistic approach is centered around asking a lot of questions – the right questions drive the right dialogue so we can start with the answer and work backwards from there.
There's no single playbook or definition of success. We tailor our strategic and operational support to each of our owner’s unique ambitions and company using our flexible team model. Our goal is to help you define your objectives, develop a value creation roadmap, and realize that value through a wealth creation transaction when the time is right for you. This could take 6 months or 6 years.
As 100% independent, conflict-free advisors, we are not just “deal makers”. We take a long-term partnership approach with a fully aligned economic model – we only win if you win.
Let’s discuss how we can be helpful today.
Highland Advisory Group LLC
1 New Hampshire Avenue, Suite 125
Portsmouth, NH 03801
603-531-2081
info@highlandadvisorygroup.com
Learn about our free business diagnostic and valuation today. Shouldn't you know your starting point if you plan to have a successful exit someday?
Securities offered through Britehorn Securities, a registered broker-dealer (member FINRA/SIPC).
∙ www.britehornsecurities.com ∙ 1401 Lawrence St., Suite 1600, Denver, CO 80202, USA. 720-465-5305. Britehorn Securities and Highland Advisory Group LLC are not affiliated entities.