Retirement & Exit Planning ACQUIVEST specializes in assisting business owners transitioning to retirement or selling their businesses, presenting opportunities to offer tailored succession planning, valuation, and M&A services to clients nearing exit.

Growth Capital Needs With a focus on businesses generating between five and fifty million dollars annually, there is potential to provide capital raising, strategic consulting, and financial advisory services to facilitate expansion and maximize enterprise value.

Business Valuation Services ACQUIVEST’s expertise in business valuations and transaction facilitation creates opportunities to connect with clients seeking accurate assessments of business worth to optimize sale negotiations and financial planning.

Financial and Tax Advisory The company's team includes licensed CPAs and wealth managers, creating avenues to offer comprehensive tax, accounting, and wealth management solutions to business owners aiming to enhance financial health.

Technology & Infrastructure Utilizing advanced tech stack including AWS and web development tools, there are prospects to introduce digital transformation, cybersecurity, and IT infrastructure services to improve clients’ operational efficiency.