Secure your future with a strong ally who provides the perspective, professionalism, and personal skills needed to guide you through the sale of your company.
Perspective
Work directly with Citadel’s founder—not associates—and gain the advantage of a career spent advising mid-size companies at every stage.
Professionalism
Rely on a partner who explores every facet of your company, anticipates questions, and has answers ready—respecting your time so you can continue to run your business.
Personability
Navigate each stage of the process with confidence, knowing every issue can be simplified in order to make decisions that serve your interests.
"James is great—like, really great."
El Presidente
Maybe you want to launch a business
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Maybe you want to turn a hobby into something more
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Maybe you have a creative project to share with the world
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Inefficient markets tend to benefit buyers.
Which is why Citadel was designed to keep mid-size business owners on equal footing.
Connection
Gain access to a vast community of motivated buyers and private-equity firms, both locally and throughout the country, so you can choose the most-qualified candidate among a variety of options.
Customization
Maintain clear expectations as you’re guided through a proven process that’s tailored with a client-specific strategy to ensure a satisfying result.
Communication
Safeguard the full value of your company with the help of an advisor who understands, through experience, what resonates with buyers.
