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Mission & Vision

We exist to help business owners sell smarter and protect what they’ve built. Powered by Nexxess, we offer a full suite of business and financial strategies tailored to your exit and legacy.

SUSTAINED SUCCESS

Experience Team Members

Scott McGrath
CEO
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Derek Tidwell
Trust Sales Coordinato
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James Fox
Financial Division
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Ronald Borek
Financial Division
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Sami Small
Trust Sales
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Ady Cambel
Trust Sales
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Dave Doggett
Media Director
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Connor Crome
Audio/Visual Technician
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Victor Larosa
Network System
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