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

ASSESS

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.

How we transact

$52mm

Average auction deal size

47

Deals closed

$2.5B+

Total deal value since inception

185

Average number of bidders contacted

10

Average number of bids

92%

Post-LOI close rate

100%

Client referral record

GROW + SELL

Where we work

Consumer Products

Business Services

Industrial & Manufacturing

Healthcare

Technology

A look at our recent transactions

Investment Banking

PODCAST

How businesses get sold for millions with Chris Younger

Chris compares selling your business to running a marathon: you need to be in it for the long haul to finish strong.

FREE DIGITAL COPY

Harvest: The definitive guide to selling your company

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THRIVE

Thinking what we’re thinking about wealth management? You’re right, there is a better way.

We believe that entrepreneurs have taken a lot of risk and created great value, so we’ve created an unparalleled experience that rewards that risk and provides you with great value.

Perhaps the most rewarding feeling is contributing to something larger than yourself.

See how Class VI and their clients are giving back.

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.

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Take our CoPilot Market Readiness Assessment!

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Interested in seeing if your business is market-ready?

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