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What is the typical profile for a client of The Alliance?

The typical client is a successful private business owners who:

  • Owns a controlling interest in a business
  • Annual Sales in the range from $5 million to $150 million
  • Profitable with EBIT (Earnings Before Interest and Taxes) of $500,000 or more per year
  • Employs from 10 to 500 employees

These clients have have frequently built substantial business value over many years of hard work and are now approaching the stage of life when they wish to explore the best transfer alternatives to accomplish all of their personal and business objectives.