James Moore & Co. Enters Into Exit Planning

Gainesville, Fla.-based IPA 200 firm James Moore & Co. (FY19 net revenue of $23.5 million) has entered into a new partnership with Cornerstone Business Services and Velocity Advisory Group to provide exit planning services for businesses looking to sell.

Working mainly with owners of firms in the lower middle market, the partnership will offer services including business and market analysis, evaluation of exit planning objectives, analysis of exit planning options, assessment of the current performance of a business or organization, readiness assessments, value enhancement programs, tax planning and successful transfer advice.

“James Moore and Velocity regularly work together on value enhancement and business readiness collaboration, but we did not have M&A experts as part of our services, which is why we are pleased Cornerstone is joining us to round out this effort,” says James Moore partner Mike Sibley. “Our goal as a transition advisory team is to provide everything a business owner needs as they plan for, what will be in many cases, the biggest financial transaction of their life.”

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