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
Investment Banking
SELL
Wealth Management
THRIVE
ASSESS
Put your business under a microscope before investors do.
Get a free business health inventory 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
47
$2.5B+
185
10
92%
100%
GROW + SELL
Where we work
Consumer Products
Business Services
Industrial & Manufacturing
Healthcare
Technology
A look at our recent transactions
Investment Banking
FREE DIGITAL COPY
Harvest: The definitive guide to selling your company
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.
