Expert business and real estate valuation and value creation
Maximize the sale value of a legacy family business and its holdings, with trusted experts and AI systems. You spent a lifetime building it. We take the time to understand it, and to find every dollar of value inside it before you sell.
Confidential, and without obligation. If now is not the right time, we will tell you so.
You know what it took to build this. The early mornings, the risk, the people who became family. It was never just a business. Before it changes hands, it deserves people who will listen, understand all of it, and make sure it is valued for everything it is.
Sources: U.S. Census Bureau Annual Business Survey; McKinsey Institute for Economic Mobility, The Great Ownership Transfer (2026); Exit Planning Institute. The "~5%" reflects that of all small and mid-sized businesses leaving the market in 2022, about 92% closed and only 5% sold (McKinsey, Census BDS).
What we handle
A family that has owned a business for decades almost always owns more than the company: the building it operates in, yes, but often investment property, land, a second site, holdings with room to grow. Too often the property gets treated as an afterthought. We take in the whole picture and handle it as one coordinated plan, so nothing of value is left on the table.
A business is valued on its earnings. Each property is valued on its own terms. We map the entire portfolio, the operating real estate and everything else the family holds, and price each piece for what it is actually worth.
Our job is the number you keep. We are clear about every fee, and we credit your retainer against our success fee, so you never pay twice for the same work. When you do well, we do well.
Our AI systems search far past any one person's contacts for the right buyers, show what each decision is worth before you make it, and back every number with its source. The experts make the calls. The systems make us faster, and surface value others miss.
The real estate
When property is folded into a business sale at one earnings multiple, it gets buried in the number. Valued and sold on its own terms, to buyers who value real estate, the same holdings can be worth considerably more. With development and entitlement experience on the team, we also see value others miss: a site that can be repositioned, subdivided, leased back, or developed rather than simply sold.
We value every property separately, decide with the family what to sell, hold, lease back, or develop, and take each to the buyers who pay the most for it.
Illustrative figures for explanation only. Real results depend on the business, the properties, and the market. Not an appraisal, valuation, or offer.
Who we help
A transition like this rarely involves only the owner. We work with the family directly, and alongside the professionals who carry part of the weight.
Whether retirement is years off or already here, we help you understand what you have, prepare it well, and sell it on your terms. The work does not start the day you list and does not end the day you close.
Your business-owner clients hold most of their wealth outside your portfolio, until they sell. We help you serve them through that moment without becoming an M&A firm, and hand the client back with proceeds to manage.
When a business and its holdings pass to an estate, the executor and counsel inherit a hard, time-pressured job. We bring order, valuation, and a path to sale, so you can settle the estate properly and fairly.
How it works
One accountable team runs the whole transition, the business and every property, and keeps the family at the center of each decision.
We start by learning the business and the family behind it. Then an honest, source-backed picture of the company and a separate valuation of every property, so you know exactly what you are holding.
We bring order to the financials and the property records, clean up the things that quietly discount value, and fix what matters before anyone sees the company.
A confidential, accurate package that presents the business and the holdings well, ready to put in front of the right buyers.
A wide, technology-assisted search across strategic buyers, private equity, search funds, and real estate investors, substantiated by real relationships, not a vanity number.
Competitive bidding, diligence, and negotiation, with each property run on its own track and counsel coordinated throughout.
We structure the deal, get to close, and return the proceeds to the family and, if they wish, to their wealth manager, with the next conversation already teed up.
Our team
Afissio is a small team of experts who have sat on the hard side of these transitions ourselves. We saw how slow, opaque, and lonely they can be for a family, and we set out to do it differently: with more care, more clarity, and your interest first.
Decades inside the legal machinery of buying, selling, and structuring closely held businesses. The judgment that keeps a deal sound and a family protected. (Bio to be finalized.)
Thirty-plus years representing owners on complex properties, with the development eye to see what land and buildings can become, not just what they list for. (Bio to be finalized.)
The AI systems that let a small expert team do the work of a much larger one: wider buyer searches, source-backed valuation, and order brought to a messy estate. Every number traces to where it came from.
Our fees
We work on a modest retainer plus points, the standard structure for serious advisory, set up to keep us aligned with you and earned mostly when the sale closes. No large upfront fee.
A small, transparent retainer covers the real work of mapping the estate, valuation, and preparation, the parts that have to happen well before any buyer appears.
Credited in full against the success fee at closing.
A success fee, expressed in points (one point is one percent), on the total proceeds, the business and all of the real estate together. It scales with the size of the transaction.
Most of what we earn depends on the number you keep.
Start a private conversation
Start with a quiet conversation. Tell us what you have built, and we will give you an honest read on whether now is the right time, and what the business and its holdings might really be worth. Nothing shared, no obligation.
Confidential and without obligation. Submitting this is not a commitment to sell or to engage Afissio.