No matter what stage you or your business is in, we can help you realize your vision. Being business owners ourselves, we know what it takes to evolve a company and advise on scalability, transitioning to the next phase and selling the business, whether to a family member, an ESOP or an external buyer. Many successful transitions and exits can be achieved by utilizing an ESOP or employee stock ownership plan. We can simplify the process.
- Identify and close the value gap that may exist between your financial needs and the business value.
- Assure the ongoing concern of the business in the event of a premature demise, divorce or the departure of a business partner.
- For a family business, create a plan that mitigates issues that exist when transferring to a family member, while working with the entire family and management team to design the most effective and least disruptive transfer.
- Model and compare different transfer scenarios such as an ESOP plan (providing you with an S-corp vs. C-Corp ESOP comparison, feasibility study, a general ESOP value range, negotiate and implement the plan to maximize the effect the ESOP will have with your employees), an internal management buyout or buy-in, or selling to an outside party.