Plan. Execute. Exit with confidence.


The value of our advice for your business sale or transition

So many factors —with both short- and long-term consequences—come into play when you’re considering selling your company. And the decision to sell is never easy. More often, it’s life-changing—for owners, their families and those next in line.

When it comes to growing and transitioning your business, the right advice can make all the difference. As a Certified Exit Planning Analyst® (CEPA®), Dorian Khouri along with The Khouri Group will work closely with you at each stage in your business life cycle. Our team offers advisory solutions that help empower you to make educated financial decisions throughout the entire exit planning process.


Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

$5+ trillion

In invested assets globally 
As of 11/07/2023

More than 150 years

offering financial advice