About Us

Who We Are – What We Do for You

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Transitioning Business Ownership into Retirement

Sphere Partners specializes in exit planning, wealth management, and retirement strategies for privately owned businesses. While the primary focus of exit plans and retirement strategies center around maximizing value, Sphere Partners understands that there are other objectives that are also important to stakeholders. Often times, there is a personal goal or legacy that the owner(s) wants to achieve for themselves, their families, their employees, or for the business. As such, Sphere Partners takes into consideration the owner(s) personal and financial goals and how they relate to those of the employees and their families.

Sphere Partners believes employers, employees, and their families, although having unique characteristics and needs, are intertwined and connected. As such, we work hard to ensure employers, employees, and their families receive adequate attention to ensure a well-rounded, holistic exit and retirement strategy.