Exit planning, investment banking, and wealth management – built for entrepreneurs.

No matter where you are in your entrepreneurial journey, Class VI has you covered every step of the way. We’re focused on just one outcome – your success.

Business Diagnostics

ASSESS
CoPilot Enterprise
CoPilot Personal
80/20 Tool

Exit Planning

GROW
Growth Advisory
Benchmarking
Personal Financial Planning
Risk Reduction Planning
Financial Analytics
Operational Analytics
Valuation Optimization

Investment Banking

SELL
Sell-Side M&A
Buy-Side M&A
Capital Raises

Wealth Management

THRIVE
Financial Plan Modeling
Investment Management
Coordinated Wealth Planning
Whole Family Advisory

Business Diagnostics

Get a clear picture of where your business is at today.

Exit Planning

Growth Advisory
Benchmarking
Personal Financial Planning
Risk Reduction Planning
Financial Analytics
Operational Analytics
Valuation Optimization

Investment Banking

Sell-Side M&A
Buy-Side M&A
Capital Raises

Wealth Management

Financial Plan Modeling
Investment Management
Coordinated Wealth Planning
Whole Family Advisory

Put your business under a microscope before investors do.

Introducing CoPilotby Class VI Partners

Get a free market readiness assessment today.

A fully integrated approach

At Class VI,  we understand that selling your company is a big, big deal, and that you’ve invested a lot more than just money. Each transaction is so unique from the next, so we leverage technology to enhance the effectiveness of our experienced team to provide customized personal and business offerings, transaction services, and entrepreneur-focused wealth management solutions.

We like to start with your “perfect” and go from there.

Industries served

Consumer

Business Services

Industrial & Manufacturing

Healthcare

Technology

Get a free digital copy of Harvest:

The definitive guide to selling your company.

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A look at our recent transactions

Investment Banking

A quick story on the history of Class VI Partners.

We’re here as part confidant, part therapist, part friend, and when necessary, part taskmaster. 

Yes, there’s a hard-nosed business element through all of this. But at the center of it are people with dreams and aspirations. And making those a reality is what we choose to be known for.

Discover the ROI on giving back.

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Interested in seeing if your business is market-ready?

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