Make the most of your life's work
with a partner you can trust.
Grow with confidence. Sell to the right buyer. Thrive beyond the exit.
All with ONE partner who cares deeply about getting you to the best possible outcomes.
Strategic growth advisory | M&A deal preparation
Curated guidance to put you on the path toward sustained and healthy growth.
Build a healthier, more scalable business that’s also more enjoyable to lead. The result is a stronger company now and more options later, whether or not you choose to sell.
Investment bank | M&A transaction advisory
Get the deal you deserve with the care and support of a true partner.
When you’re ready to sell your business, we work with you to run a disciplined and comprehensive process to share your story, find buyers, negotiate terms, and finish with a deal that exceeds your goals for yourself and for your business. You only sell your business once, and we’re here to help make sure it’s a sale that makes you proud. Broad, discreet buyer outreach creates real competition, so the final deal is right on every front: financial, personal, and legacy.
Family office | Wealth management | Financial planning
Access business and personal planning custom-built for every unique entrepreneur.
The Class VI Family Office team will help you clarify your financial objectives and understand the choices you need to make along the way to reach your goals. We specialize in meeting the unique needs of entrepreneurs as they run the business, prepare for an exit, and manage generational wealth.
Get the Class VI M&A Readiness Guide
Download the M&A Readiness Guide.
Download our free guide, designed to help entrepreneurs answer one of the hardest questions in their journey: “Am I ready to sell?” From firsthand accounts from founders who have sold their businesses to tips from Class VI team members who have worked through more than 120 transactions to assessment exercises to see where you stand, the guide has everything you need to approach your exit decision with confidence.
Resources
THE CLASS VI DIFFERENCE
We take care of our team, who take care of our clients, who take care of the business.
The formula only works if every element is firing on all cylinders. It starts with hiring the right people and giving them every opportunity to grow and thrive. Then, it’s about being selective in who we work with. We’re rooting for every entrepreneur, and also know the types of business owners and situations where we can make the biggest positive impact.
When the right team members are combined with the right clients, we can count on not only exceptional outcomes, but also a satisfying and gratifying experience all around. Our team and client Net Promoter Scores are both world-class, and that doesn’t happen without discipline in hiring and training and in working with the clients whom we know we can support at a very high level.