Our first conversation is about your company, the timing you have in mind and what you want for your family. Once we have listened, we recommend the services that fit your plans.
Business and Ownership Transitions
Your business will change hands one day, and we help you prepare long before that day comes.
In our business exit and succession planning, we help you compare selling your company with handing it down, so you can choose the path that suits you. Either way, how the deal is structured and what the business is worth are planned together. Stepping back affects your family as well as your company, so we plan with both in mind. We coordinate the tax and legal side with your own CPA and attorney.
The Services in Business and Ownership Transitions
Each service covers a different part of the transition, so you can start with the one most on your mind.
- Business Exit & Compensation For the deal, we help you weigh cash up front against value that may come later, and we design rewards for key managers who stay.
- Executive Compensation Analysis We review how your business pays and keeps its leaders, comparing salary, bonuses and equity with similar companies and coordinating with tax advisors.
- Business Succession Planning If the company will pass to family or key employees, we help plan how the next leaders are mentored and how ownership moves to them.
- Exit Plan Your overall roadmap for leaving, set well ahead, is built around your timeline rather than a buyer's, and includes preparing the business for a sale.
- Valuation Metrics To work out what your business is worth, we fit the method to why you are asking, such as a family transfer or a sale.
