At The HNH Group, we specialize in guiding successful business owners through every stage of their financial journey—from growth to exit and beyond. With over 60 years of combined experience in wealth management, investment banking, and exit planning, we deliver strategies that grow, protect, and transition your wealth seamlessly.
For many business owners, the majority of their personal net worth is tied directly to the value of their company. Despite this concentration, few owners have a well-defined strategy for how they will ultimately unlock, protect, and monetize that value. The reality is stark: most businesses that go to market never sell, often because the owner is unprepared, the company lacks transferable value, or external circumstances force an unplanned transition. Even more challenging, a significant number of exits occur involuntarily due to health issues, partnership disputes, economic shifts, or family pressures—leaving owners with little control over the outcome.
Proactive exit planning changes that trajectory. We believe it should be a core component of every company's long-term strategic plan—not a last-minute event. Thoughtful planning gives owners clarity around what their business is worth today, what drives that value, and what steps are needed to enhance it over time. It also ensures personal, financial, and business goals are aligned so that when an exit opportunity arises—whether planned or unexpected—you're ready.
Our team works closely with you to build a comprehensive, actionable roadmap that strengthens your business, increases its attractiveness to future buyers or successors, and positions you to maximize value at exit. Whether you envision selling to a third party, transitioning to key employees, or passing the company to the next generation, we help you approach the process with confidence and intention.
Ultimately, our goal is simple: to help you convert the value you've built into long-term financial security and the flexibility to pursue whatever comes next.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
