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
Exit Planning
GROW
Benchmarking
Personal Financial Planning
Risk Reduction Planning
Financial Analytics
Operational Analytics
Valuation Optimization
Investment Banking
SELL
Buy-Side M&A
Capital Raises
Wealth Management
THRIVE
Investment Management
Coordinated Wealth Planning
Whole Family Advisory
Put your business under a microscope before investors do.
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.
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.