WE'RE HERE TO SUPPORT YOU TO

Create a Lasting Legacy & Successfully Retire

Whether planning succession, or selling your family-owned business, we partner with you to achieve your goals.

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WELCOME TO EQUITY4

Your Partner in Business Legacy

As entrepreneurs and business owners at Equity4, we understand the challenges of starting and building businesses, and how closely connected they are to our personal legacy. And let’s be honest - it’s hard to let go when the time comes. 

Our team of advisors guide you through casting your vision of succession, defining your goals, crafting strategies, and supporting the process of deal making. 

Our expertise ensures tailored strategies, smooth transitions and maximum value for every transaction.

Succession Planning

Solutions to find and equip the perfect successors for your business.

Legacy
Strategies

Tailored Legacy Strategies designed to meet your unique goals and objectives.

Business Valuations

Business Valuations to determine the true worth of your company.

Deal
Support

Facilitation and support through the deal making and due diligence process.

We Understand That This is Your LegacyLife's WorkPassion

When you’ve dedicated years of hard work and passion to building your business, you deserve to see the full rewards of your efforts. Every business has its own unique story, and every industry comes with distinct challenges. Choosing the right partner to identify qualified successors and craft a post-sale plan that maximizes cash flow and minimizes taxes is essential to a successful exit.

Let us help you turn your business legacy into a profitable future.

OUR PROCESS

The Equity4 Way To Win

At Equity4, we utilize a proven process to create WIN-WIN outcomes for our clients.

Step One

Understand your personal goals.

Step Two

Establish your business baseline – establishing the health of your business, market analysis, and competitor analysis.

Step Three

Assess your business value – recasting the financials and growth strategies.

Step Four

Maximize profitability – cleaning up and organizing your business for maximum return.

Step Five

Legacy Wealth Planning – Minimize the tax bite of sale, replacing current income after the sale of the business, and ensuring a comfortable retirement.

Our Goals are Mutually Aligned in this Process

HOW EQUITY4 CAN SERVE YOU

Core Service Offerings

Comprehensive support for buying, selling, or transitioning your family-owned business—built on trust, clarity, and expert guidance every step of the way.

Family-Owned Business Acquisitions

Equity4 acquires targeted family-owned businesses. We work with owners to facilitate a smooth sale and transition.

Legacy Strategies

Equity4 works with business owners to craft a customized legacy strategy based on their personal “ideal”.

Family-Owned Business Valuations

Equity4 works with business owners to determine a fair market valuation, incl. add-backs, financial analysis, funding options and the “Valuation “Gap”.

Due Diligence

Equity4 works with buyers or sellers of family-owned businesses to facilitate a “Speed of Trust” due diligence process geared to be completed in 30 days.

Deal Support

Equity4 partners with family business buyers and sellers to provide full-service support—valuation, due diligence, terms negotiation, and post-sale transition.

OUR TEAM

Meet With Our Experts

At Equity4, our team brings a wealth of expertise in financial markets, leveraging their skills and insights to make strategic decisions that drive our clients toward their financial goals. This commitment allows us to offer the highest level of service and personalized support. We are confident in our ability to guide our clients toward success and look forward to partnering with them to build a prosperous future.

MBL & Technical Expert

Tony HowellMasters in Buisness Leadership

Founder & CEO

Cheryl HowellCharted accountant

Co-founder & CPO

Neo MashigoCharted accountant

Group CFO

Our Partner

Want To Partner With Us? Get a Free Business Appraisal

Discover the true value of your business and take the first step toward a successful partnership. Fill out our free business appraisal form today and let our experts provide you with personalized insights to guide your next move.

OUR VISION

Valuing the Past and Building for the Future

At Equity4, our focus is to maximize a lasting legacy for business owners, and to provide leadership and vision for their businesses to continue to thrive beyond them.

We are committed to delivering exceptional service by understanding our clients’ unique needs and exceeding their expectations every step of the way.