Transition Business Ownership

Typically, 75% or more of a business owner’s net worth is in their business – and a lot of their net worth is at risk if they exit their business without a plan.  We specialize in helping business owners maximize the value of their businesses and successfully transition out of their companies when the time is right.

We help business owners:

Develop Ownership Transition Plan

We help business owners develop ownership transition plans to:

  • Ensure they achieve their business and personal goals
  • Maximize the exit value of their company
  • Ensure their financial security
  • Ensure the survival of their business
  • Minimize, defer or eliminate capital gains, income and estate taxes
  • Control how and when they exit their business

Prepare Company for Ownership Transition

Depending on the transition plan and circumstances, we provide specialized support to prepare a company for ownership transition.  First, we work with the business owner to improve the performance and maximize the value of their company.

Second, we help develop effective leaders to run the company after the owner exits.  In many privately held companies, much of the value of the company can be lost if the owner or key executives leave the business without strong successors in place.

Transition Ownership

Building on our extensive experience with buying and selling companies, we help business owners successfully transition ownership to family members or employees or sell to third parties.