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Defining the succession plan of your company is one of the most important decisions of your life. Serficor team understands the complexity of this process and our methodology incorporates the experience of numerous investment banking transactions. Knowing the fair market value of your company and identifying value enhancements is fundamental.

  • Partial or total business divestiture advisory
  • Succession and exit planning for Company owners
  • Strategies to maximize created value
  • “Family Offices” advisory
  • Valuation and structure of property transfer


  “We help owners, their business and their family work in concert”