We began by helping entrepreneurs navigate the sale of their businesses to reap the rewards of such an arduous journey. What we have learned along the way is that selling a business is about much more than money. It is about legacy. It is about team. It is about purpose. And it is about creating opportunities for freedom, security, and future fun. That is why we expanded our offering to include pre-transaction personal and business planning as well as post-sale wealth advisory services to ensure our clients can achieve those successes.

Over the years, we have learned what it takes for entrepreneurs to achieve the greatest outcomes. It takes detailed pre-trip planning, fixing the boat where it may have developed a hole, preparing a detailed itinerary and plan, and then flawless execution when the river gets challenging. That is why we picked our new name, Class VI. The most challenging of all the rapids, and the most skilled, experienced guides to get you through them.