Business Succession & Transition
How would your business continue if a triggering event occurred? What will happen to your business in the event of death, disability, voluntary or involuntary separation, or divorce? Do you have the necessary plans and directives in place for it to run seamlessly without you or any of your key people? We help prepare you so that triggering events become the basis for a succession or buyout of your business, not its demise.
We can help you with financial analysis and strategies taking into consideration your current ownership and future ownership. We can help you determine an entity purchasing plan and consider options such as cross purchase between partners and shareholders, an ESOP, or positioning your company for purchase.
Should selling your company be your desire, we can help establish a purchase price and a formula for valuation in the future. Preparing you for the sale of your business also means providing liquidity for the buyout when you are ready.
Do you have a management team in place that can succeed you? And how are you incentivizing them for stability and longevity with the company? We can provide strategies to keep your key people engaged and focused on your company’s continued success and growth.
We can help you with financial analysis and strategies taking into consideration your current ownership and future ownership. We can help you determine an entity purchasing plan and consider options such as cross purchase between partners and shareholders, an ESOP, or positioning your company for purchase.
Should selling your company be your desire, we can help establish a purchase price and a formula for valuation in the future. Preparing you for the sale of your business also means providing liquidity for the buyout when you are ready.
Do you have a management team in place that can succeed you? And how are you incentivizing them for stability and longevity with the company? We can provide strategies to keep your key people engaged and focused on your company’s continued success and growth.
