Boutique Succession and Transition Services
At The Liminal Group, we guide executives and family business owners toward clarity while advising them to and through their business's succession and exit planning options. As a boutique firm, we offer tailored solutions that encourage a life of simplicity and elegance within a nurturing 'family' environment. Serving a clientele distinguished by success and high aspirations, we uphold the highest standards and promote a strong commitment to community engagement and philanthropy. United in purpose, our team collaborates seamlessly to address our clients' diverse needs, leveraging our extensive industry experience to tackle even the most complex challenges.
Our Mission
To guide successful middle market business owners and highly affluent families as they protect their family, business & ownership interests through integrated planning which reduces risk, builds wealth and improves tax efficiency.
Who We Are
We are a concierge consulting practice focused on the complex needs of successful business owners and affluent families.
Our Process
Our comprehensive nine-step business succession and exit planning process helps executives and organizations optimize business value, mitigate risk, and achieve their desired personal and professional financial goals.
Our Resources
Our substantial library of resources is available to help support you on the path to fulfillment of your goals.