Get in touch!Our services
The Lozen Group Difference
You deserve a team who is passionate about helping you navigate ALL aspects of transitioning your business. We combine boutique business brokerage services with Certified Exit Planning, offering a one-stop-shop for our clients.
We treat every client with a personalized approach and create a custom selling plan suited for what you - and your business - need right now.
We have your back.The truth is – most business brokers out there have insight on run-of-the-mill transactions.
They come in, valuate your business, maybe rev up some profit numbers, list it on the market, field buyers, close, and hope the end price works for you.
The problem? They’re missing a huge piece of the puzzle – proper exit planning and creative transition strategies. Which is why we created our three-pronged approach to successfully sell your business.
Your Business
At the forefront is your business. The bread and butter of it all.
We focus on de-risking, valuing assets, minimizing profit gaps and more. All so you're optimally prepared to sell.You, The Owner
Can your business exist without you? What roles do you play?
We ensure you're covered to transition out of the business upon selling while focusing on your estate and personal financial goals.Your Future
Selling is simply step on. But getting clear on what's next is just as important.
Your future goals impact your current decisions and exit strategy. We will analyze and strategize an exit plan prioritizing your future.
The kind of results you can expect working with The Lozen Group:
Feel confident...
...that you can sell your business tomorrow for top dollar if you needed to.
Rest assured...
...your family and assets are properly protected
Lead your team...
...knowing you've set them up to succeed - with our without you.
Easily invest...
...in your future endeavors because you know you've minimized any wealth gaps.
Remember...
We've been in your shoes
Maneuvering through the trenches of selling while – to be frank – not being set up to sell. We felt the wrath of lacking a proper exit strategy. We saw first hand how big the wealth gaps were when it came time to actually sell the business. The negotiations and endless banter was exhausting – and lonely.
That’s why we started The Lozen Group. To make sure you avoid all the mistakes we made when selling and help you, the business owner, feel confident, clear, and excited to sell – without all the headaches and frustrations.
Buying a business?
Christine Higbee Schmidt
Business Advisor and Broker
(305) 718-6790
christine@thelozengroup.com
Lisa Lia, ESQ.
Business Advisor and Broker
(914) 288-5302
lisa@thelozengroup.com
Get in touch with our team today.