COMING SOON

Dave Lokos,
Founder & CEO

I’m Dave Lokos, and after more than 30 years of building and leading businesses, I’ve experienced firsthand the challenges of selling a company—both in distress and in success. My journey through these exits ignited a passion to help others avoid the pitfalls I faced and to ensure they grow the value of their business while aligning their strategies with personal and financial goals.

Achieve a Rewarding and Seamless Transition

Business Succession Planning

Ensuring a seamless leadership transition that aligns with your company’s values and vision.

Exit Planning Strategy

Crafting an exit plan that prepares your business for sale or transition while optimizing value and minimizing risks.

Value Creation and Acceleration

Strategies to enhance the attractiveness of your business, increase its value, and position it for a successful exit.

COMING SOON

Dave Lokos, Founder & CEO

Achieve a Rewarding and Seamless Transition

Business Succession Planning

Exit Planning Strategy

Value Creation and Acceleration

I want a successful and fulfilling transition strategy, Sign me up!

Dave Lokos,
Founder & CEO

I want a successful and fulfilling transition strategy,
Sign me up!