Unbiased, objective advice. World-class, action-oriented strategies. Top-ranked professionals working as a unified team with one overriding goal: to serve your interests exclusively.

We are your professional advisors – able to guide you through one of the most challenging, yet financially rewarding, activities of your entire business life: converting what is likely your largest and most illiquid asset into a secure source of funds for your retirement and/or future ventures... a transition from the current “status quo” into the next rewarding phase of your life.

Optran's strategies can:

• Create a market for sale of your business when one does not currently exist

• Allow you to take some chips off the table and gradually “dollar-cost average” out of your business

• Sell a minority share of a closely-held S-corporation

• Sell a majority share and still remain in control

• Sell 100% of your company and still participate in possible future growth

We provide access to:

• Unique financial programs and special products not available outside our exclusive resource network.

• Tax deferral and bracket-shifting techniques to preserve assets and boost income to the maximum extent legally permitted.
  

• Intelligent continuity plans that ensure your business operation will continue – and cash will flow to your family – in the event you die or become disabled before or after the exit process is completed.
  

We do not replace your current CPA or attorney or financial advisor  unless that’s what you want. Typically, our clients wish for us to coordinate the exit planning process with some of their existing advisors. In this case, we keep the process on track, supply specialized exit planning expertise, and hold the entire team accountable – to ensure swift, economical, and error-free completion of your plan.