We help business owners transition their company on their terms.
We’ll help you maintain independence, maximize value, and transition your company to enjoy financial success.
Stay Independent
Maximize Value
Transition Well
Transition your company, preserve your legacy, and start spending more time doing the things you love.
At Cornerstone Fiduciary Services we know that you want to be a financially successful business owner. In order to do that, you need to transition your company on your terms. The problem is you lack a transition strategy to convert business value into liquidity while continuing the legacy you’ve worked hard to build, and this makes you feel anxious and uncertain.
We believe you’ve earned the opportunity to enjoy that success.
Our proven 3-step plan provides clarity and peace of mind. Here’s how we do it …
Get an expert consult
We start by providing an expert consultation to fully understand your business and goals.
Get an in-depth analysis and transition strategy
We’ll deliver an in-depth analysis and transition strategy to make your vision a reality.
Transition your business and enjoy the financial success
You’ll have peace of mind while transitioning your business and enjoying the financial success you’ve earned as the legacy of your hard work continues with the next generation of employee owners.
Stop worrying about indecision that leads to missed opportunity and lost financial gain and instead maintain your independence and maximize your business’ value.
Hear what others have to say about Cornerstone.
“I’ve had the privilege of knowing Christopher as a very dear friend for over 20 years. In that time, Christopher has assisted my business in many ways, including helping with my company’s 401(k) plan by doing enrollments and serving as trustee of our plan. We have also served together on the boards of three charitable organizations for many years. Christopher is a man of impeccable character and the highest integrity. He is wise beyond his years; always very professional and accomplished; and yet he is one of the most humble people I know. I highly recommend Christopher!”
Jim Henson
WTP Investments
