Dan Mirgon & Associates

About Us

Dan Mirgon LLC helps business owners maximize the value of their company, align Leadership for a successful transition, and convert Enterprise Value into lasting Personal Wealth—through a fully integrated Exit Planning, Executive Coaching, and Wealth Preservation strategy.

OUR CLIENTS are Business Owners and Professionals that have successfully run their business or practice to a point where they need to begin unlocking the value and converting it into funding for the next venture or a successful retirement.

Unfortunately, most small businesses won’t be able to sell – and that will really impact the money they have to do what they want.

Our 45 years of helping leaders get it right, helps them Reduce Taxes, Increase Income Opportunities and Reduce risk – so that they have the Financial Freedom they want.

The products and services we offer

Business Optimization Business Value Enhancement Executive Coaching Exit Planning Healthy Companies Business Consulting Life Insurance Certified Financial Planner Show all 8

Highly Recommended

"Dan Mirgon is one of those rare people who leads with generosity before anything else. I recently..." Read more "Dan Mirgon is one of those rare people who leads with generosity before anything else. I recently had the chance to connect with him, and he immediately offered his time and expertise to help me — not because he had to, but because that's just who he is. Dan has a wealth of knowledge in business strategy and exit planning, and if you're a business owner who hasn't thought seriously about your exit plan, that's exactly why you need to talk to him. Most owners wait too long, and Dan is the kind of advisor who helps you think ahead before it's urgent. Beyond his expertise, he's a fantastic connector and a genuinely great person to have in your network. I highly recommend reaching out to him."

Highly Recommended

"On of my client's will need Dan's services several years down the road. My conversation was so..." Read more "On of my client's will need Dan's services several years down the road. My conversation was so interesting & educating. He is one of a kind & will remain on my roladex."

Business & Wealth Strategist

Dan Mirgon & Associates, serves Business Owners of companies with $500k to $10m of top-line revenue to optimize their value though our Your Third A...

Why Every Small Business Needs a Business Operating System Before Selling

If you're a small business owner considering a future sale, there's one move that can dramatically improve your valuation, streamline your transiti...

From Family-Run to Professionally Managed: Why Small Businesses Must Mature Now

Most small businesses start with a simple formula—family, trust, and hard work. These values are essential in the early years, often helping owner...

Highly Recommended

"It's rare when you meet someone that checks all the boxes - but that's why you need to talk with..." Read more "It's rare when you meet someone that checks all the boxes - but that's why you need to talk with Dena. She has a breadth of experience in working with business owners, and a passion for helping them "Get it Right." You'll be glad you reached out. - Dan"

"Guy Gets It - His understanding of the needs of SMBs to finance their lending practices properly..." Read more "Guy Gets It - His understanding of the needs of SMBs to finance their lending practices properly will prevent financial and operational loss - simply by thinking differently. Before you consider financing anything - talk with him. You'll be glad you did."

Join Dan and 11+ million other Small Business Owners

Join Dan and 11+ million other Small Business Owners

Dan Mirgon, CEPA

The products and services we offer

Our Recognition

Join Dan and 11+ million other Small Business Owners

Join Dan and 11+ million other Small Business Owners

Dan Mirgon, CEPA