When opportunity meets execution

A blueprint for a successful exit

Creating a strategic model that best reflects your objectives and life goals is where the team at 3PG excels. There are fundamental aspects to every plan, but each strategy has its own unique elements for growth capital, meeting long-term objectives, and cultural alignment that preserves the future of the business. 

We work with our clients to develop an exit strategy that reflects long-term, sustainable growth and return-on-investment (ROI). Financial integrity, quality of management, and operational governance are all areas where we optimize performance to maximize your exit position.

  • Maximum Valuation
  • Maintain Equity
  • Upside Potential
  • Generational Wealth

Targeting strategic buyers

Large established players or companies in related service businesses can be prime targets for a full exit. These are companies with established reputations, operational processes, and proven leadership who align with your goals and cultural characteristics. 3PG can identify the right strategic partner and we will stand with you at every step of the deal process.

  • Immediate Cash Realization
  • Earn Out/Performance
  • Team Opportunities

Family/employee succession

We understand the unique dynamics that come with selling a business to family or employees who may be ideal partners for ownership transition. While this approach may come with greater complexity and emotional ties, it can be the least disruptive to ensure business continuity and for protecting your legacy.

  • Longer Value Realization
  • Business Continuity
  • Brand Preservation

“We make sure that our clients are prepared for due diligence long before the process begins. It is one of the key reasons why we are negotiating from a position of strength.”

Gloria G. Palmer, CPA
Principal Advisor/COO
3PG Advisors, LLC

"We help maximize liquidity, we know how to attract the right growth capital, and we take the proper steps to add exponential value to our client’s business. Over 30 years of experience and a billion dollars in deals, we know how to create the right exit path for each business owner.”

Jeff Harkness, CFP
Founder/CEO
3PG Advisors, LLC

“We make sure that our clients are 100% prepared for due diligence long before the process begins. It is one of the key reasons why we are always negotiating from a position of strength.”

Gloria Palmer, CPA
Senior Financial Analyst
3PG Advisors

"We help maximize liquidity, we know how to attract the right growth capital, and we take the proper steps to add exponential value to our client’s business. Close to thirty years of experience and a billion dollars in deals, we know how to create an exit path that is right for each individual business owner.”

Jeff Harkness
CEO
3PG Advisors