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Navigate Your Next Chapter
Embrace The Transition.
Secure Your Future.

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Comprehensive Service

We built the “village” so you don’t have to. We bring all key players to the table for a successful transition. From a financial planner to an in-house lawyer, we’re equipped to navigate any situation with excellence. 

Holistic Approach

Selling your business is more than a financial transaction. It’s about securing your personal goals and financial future. Our CEPA certification provides the resources required to do just that – and create custom strategies tailored to your goals.

Knowledge by Experience

We’ve been in your shoes. We’ve started and sold our own businesses (making mistakes along the way). Our legal background empowers us with insight that will help you avoid costly mistakes and mitigate risk from the start.

Our Services

We're not your typical business brokerage.

We hold ourselves to the highest standards, surpassing expectations with our innovative, personalized selling strategies. We navigate obstacles and challenges with ease, ensuring you get the best possible outcome for your business.

We don’t just evaluate and list your business – we create solutions.

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How We Can Help You

Whether you’re wanting to sell your business ASAP or you’re simply exploring your options, now is the time to get a game plan in place. Here are a few ways we can support you in this transition:

Business Brokerage

We navigate the complexities of valuing and selling your business, maximizing your profits while ensuring a smooth transition. We’ve been in your shoes. We have sold our own businesses and know what it takes to make it to the closing table.

Exit Strategy Consulting

Our CEPA certified team works closely with you to prepare your business for a successful sale – beyond balancing books and asset inventory. We uncover creative ways to increase your business value and get you ready for the next chapter.

Value Enhancement Plans

Every business is unique. Together, over a set timeline, we will implement new strategies catered to your goals and work diligently to position your business as ‘Best in Class’ in its industry – all while attracting qualified, motivated buyers

That’s where we come in.

Our team will get you out of the “Non-transferrable” bucket and help position your business to sell for the highest value possible. 

Exit Planning

Sell Smart, Sell Right

Out of every 100 small to midsize businesses you know…only 30 will actually sell. How can you make sure you’re in the successful percent?

 
Answer: Exit Planning.
 
As a Certified Exit Planning Advisor (CEPA), we’ve spent countless hours diving deep and educating ourselves on the myriad of exit strategies for business owners. Our extensive training and deep understanding of Exit Planning sets us apart from the myriad of business brokers out there.
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Our Core Values

These five core values are the building blocks to everything we do. Whether we're helping to sell your business, advising on a custom exit strategy, or searching for a business for you to buy, these values are weaved throughout our entire business practice.

  • Integrity

    We conduct business with honesty & integrity.

  • Client-Centricity

    Your success – in all areas – is our top priority.

  • Innovation

    We embrace out-of-the-box, cutting-edge strategies.

  • Collaboration

    We believe in teamwork for the best outcomes.

  • Community Impact

    We support local business growth and economic resilience.

Learn more about The Lozen Group

Our mission:

To help you achieve the highest possible value for your business.

We provide customized exit strategies designed to make your business transferable and attractive to potential buyers. Together, we work to position your business for maximum profitability by guiding you through the process and preparing for the right time to sell. All while ensuring that buyers will be eager to take it off your hands, allowing you to reap the rewards of your hard work.