About Us

Phoenix Exchange Corporation is a family-owned business that provides exit planning and acquisition solutions to business owners of small and medium-sized enterprises. An exit plan combines plans, concepts, efforts, and processes into a simple strategy for the future. It translates into transferable human, structural, customer, and social capital.

We work directly with business owners to develop effective exit and transition plans while considering your desired time of exit, capital gains, and prospective buyers. Our goal is to maximize the value of your business at the time of exit and minimize costs while attaining all business, personal, and financial goals for the future.