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Clarity

Holly Magister

USA

If selling your business is confusing, maybe even a bit scary, let's talk. As a CPA and Financial Planner, I've worked with hundreds of business owners as they prepare to sell their businesses and are not certain where to begin. I am a FORBES Contributor covering topics close to the heart of small business owners, founder of ExitPromise.com and will be pleased to help you too!

$3.33/min

13 Calls

8 Reviews

38 minutes
Avg. call

Entrepreneurship M&A Business Strategy New Business Development Due diligence Business Growth Strategies Business Acquisition Recapitalizations

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Business Acquisitions

Working along side business buyers and their other advisors has provided me with a depth of practical experience to help you acquire a business and/or negotiate an equity position. My experience ranges from small business co-shareholder buyout negotiations to $25MM transactions.

M&A Advice

For 40 years, I've worked with business owners as they've started, grew and exited their businesses. I am a CPA and Certified Financial Planner so my work with business owners who are considering the sale of their business the sale is of great importance to the founder and his or her family.
The exiting preparation and selling process may seem overwhelming. It doesn't have to be.

Answers 0
Reviews 8

Answers

Reviews

Holly is very easy to speak to and work with. She has a tremendous resume of experiences to draw from and is not afraid to admit that she doesn't know something. My impression is that she is a caring and detailed person that takes great pride in her work. I would not hesitate to recommend her services to my friends and colleagues.

Richard LuBow Source: Clarity

Very helpful advise. I had ideas and she was able to add to them. I am now encouraged to make needed changes.

karin willis Source: Clarity

If you have any questions or concerns i would highly recommend Holly to anyone. She gave me great advice and also wants to help for future things and knew all the information I needed to further my business decisions.

Anthony J DeFazio Source: Clarity

Holly was professional, warm, genuine, effective and straight to the point! Thank You Holly!!!

Shenique Perrin Source: Clarity

Holly listened intently to my questions and was able to quickly discern my needs and provide succinct explanations. As well, she reinforced what I already knew and empowered me with new knowledge with which to tackle my businesses with clarity!

Kat Connor Source: Clarity

I was impressed with Holly's overall approach to my situation. She not only gave me great advice but also cautioned me on many things to look out for. She was honest, straight forward and very knowledgable. She is by far one of the best CPA's that I've encountered. I would definitely use her services again and would highly recommend her to all business owners looking for a tax strategist, wealth planner or anyone to bounce ideas off of! Thank you Holly for all your help! I truly appreciate it!

Nick Villanueva Source: Clarity

Holly and I have been business associates for a number of years. She is extremely organized and respected in her field of study. Her clients rely on her expertise to understand their business complexities and provide a detailed plan to execute the desired results. My clients that have worked with Holly could not be more pleased with her knowledge and commitment to help their business success.

Adrien King Source: LinkedIn

If you have built a "viable" company and are looking for a trusted expert with a proven step-by-step framework to grow and sell a "valuable" company, then you should speak with Holly.

I have enthusiastically referred Holly to a number of my CEO/owner clients and each has thanked me more than once. Holly's depth of business know-how and hands-on experience is incredibly rare and unquestionably crucial to any owner who wants to build and sell a top dollar enterprise. I feel sorry for the ones who sell short and leave money on the table after so many years of hard work.

I feel very lucky to call Holly a trusted partner.

Brian Cubarney Source: LinkedIn

Member since November 2012