Upton's mission is to advise business owners on how to create and capture value in their businesses to meet their personal, professional and financial objectives.
Many business owners reach a point where they want to take some of their own money off the table at their company. Some want to invest more of their wealth elsewhere to insulate themselves from uncontrollable outside factors that could devalue the business. They may want to free themselves of personal guarantees they made for loans. In other cases, owners need capital to buy out a partner.