services overview
Every Service You Need for a Successful Business Exit — In One Place.
A successful business transition doesn't happen in isolation. It requires a coordinated strategy that addresses your financials, your legal exposure, your tax position, your personal wealth, and your long-term goals — all at once.
That's exactly what the Business Owners Council delivers. Our five core service areas are designed to work together, guided by a team of experts who collaborate on your behalf from day one.
01
CORE SERVICE
Exit Planning
Your exit plan is the roadmap for one of the most important financial events of your life. BOC helps you define your timeline, identify your successor, build your advisory team, and execute a transition that maximizes your business value and personal wealth.
The strongest exits are built 5 to 7 years before you're ready to leave. That window gives you the time and leverage to build value, structure the deal in your favor, and ensure your financial future is fully protected.
EXPLORE EXIT PLANNING ➞
What we cover
Exit Timeline & Goal Setting
Successor Identification
6 Transfer Options Evaluated
Value-building Strategy
Due Diligence Preparation
Tax-efficient Deal Structuring
02
CORE SERVICE
Business Valuation
Before you can plan your exit, you need to know what your business is actually worth — not what you think it's worth. Our valuation experts provide a clean, accurate picture of your business's current value and the steps you can take to increase it.
Understanding your valuation also means understanding your asset gap — the difference between what your business is worth today and what you'll need to retire on your terms.
EXPLORE BUSINESS VALUATION ➞
What we cover
Certified Business Valuation
EBITDA Normalization
8 Value Drivers Assessed
Asset Gap Identification
Value Improvement Roadmap
Market Comparison Analysis
03
CORE SERVICE
BOC Legal
Lesley Kelly Blumenthal, Esq., CEPA, our concierge legal team provides business owners with flexible, expert legal counsel — from buy-sell agreements and contract review to estate structuring and succession documentation.
BOC Legal is designed for business owners who need senior legal expertise without the overhead of a large firm. Every engagement is handled personally, with a deep understanding of how legal strategy connects to your broader exit plan.
EXPLORE BOC LEGAL ➞
What we cover
Buy-Sell Agreements
Succession Documentation
Estate Structuring
Contract Review
Entity Formation
Cncierge General Counsel
04
CORE SERVICE
Wealth & Estate Planning
Your exit plan and estate plan need to work together. BOC helps you coordinate both — protecting your assets, minimizing tax exposure, and ensuring your wealth transfers to the right people in the most efficient way possible.
For business owners, estate planning is not optional — it's the difference between a legacy and a liability. We align your post-exit income strategy, trust planning, and wealth protection with your broader transition goals.
EXPLORE WEALTH & ESTATE PLANNING ➞
What we cover
Post-exit Strategy
Trust & Estate Structuring
Tax Minimization Planning
Asset Protection
Wealth Transfer Strategy
Retirement Income Planning
05
CORE SERVICE
Advisory & Fractional Board Services
Not every business owner needs a full board of directors. But every business owner benefits from having experienced advisors in their corner. BOC acts as your fractional board — strategic, accountable, and fully aligned with your goals.
Our advisory team brings financial, legal, M&A, and tax expertise to the table — working together as a coordinated unit rather than a collection of unconnected advisors. That alignment is what sets BOC apart.
EXPLORE ADVISORY SERVICES ➞
What we cover
Fractional Board Structure
Strategic Growth Planning
Exit Readiness Assessment
Peer Advisory Workshops
Accountability & Governance
Coordinated Advisor Team
NOT SURE WHERE TO START?
That's exactly what our first conversation is for.
Tell us where you are, and we'll help you figure out what you need. No pressure, no obligation — just a straightforward conversation about your business and your goals.