Sokol Associates was established to help privately held lower to middle market companies with valuations of $5 to $50M transition ownership. My role facilitates the succession from owner/founder and multi-generational ownership and circumvents the public ‘For Sale’ or open marketplace.
“My goal is to provide the best possible results without disrupting your business, its relationships and reputation; to create a partnership where each entity is uniquely satisfied and share a common vision for the future of the company.” – Dan Sokol







