Running Your Business Isn’t Just Business. It’s Personal.

Comprehensive transition planning to help make your company – and you – transaction ready

Talk to an Expert

Your company is thriving. When is the right time to start thinking about the next stage or making a transition? At retirement? Five years before? Now?

The decision to transition your business – either by sale or succession plan – is one of the most difficult and emotional decisions you’ll ever have to make. After all, you’ve devoted a significant part of your life to building and growing your company.

We work closely with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families, and other stakeholders.

Why start planning now? On average, it can take up to two years from the time you make your transition decision to the time the transaction closes.

Headshot of Brett Dearing, Partner

Business owners often wonder about the value of their businesses and whether they should extract some or all of it at any given time. We assist business owners in exploring the merits and best options for realizing this value.”

Brett Dearing, Partner

Transition Planning Drives Better Outcomes

You likely have big plans for your transaction proceeds—a new business venture, a passion project, an activity-filled retirement. Fulfilling this vision depends on you maximizing the net amount you receive and putting the funds to work for you. That’s where we come in.

Through our exit planning process, we help you:

  • Understand how prospective buyers view and appraise your business
  • Identify, prioritize, and minimize value detractors and other risks
  • Create a plan that maximizes your post-tax proceeds
  • Invest the proceeds in a portfolio that aligns with your goals and financial situation

Preparation. Preparation. Preparation.

Failure to prepare is one of the primary reasons most businesses don’t sell, or sell for substantially less than expected. Our established exit-planning process helps you avoid being one of them. We’re by your side during every stage of the transition—pre-transaction, transaction, and post-transaction.

1

Assessment of Liquidity Options

There are many ways to transition a business such as selling to a family member, a managed buyout, or recapitalization. The best option for you is the one that matches your goals and long-term vision. We help you weigh the positives and negatives of each choice so you can make a sound decision.

2

360° Business Audit and Enterprise Valuation

To secure the best price for your business, you need to enter negotiations with the highest possible valuation. We conduct a thorough analysis of your company to assess its “sale readiness” and identify issues that may make it less attractive to buyers.

3

Business Planning and Implementation

Identifying potential “value detractors” is just the first step. Next, we work with you to develop a 30-,60- and 90-day action plan to resolve the issues that have the greatest impact on offer price.

4

Formation of Transaction Team

Transitioning a business is a complex legal and financial transaction involving investment bankers, M&A attorneys, accountants, and other advisors. We help you identify the right people for your team, negotiate engagement letters, and establish communication workflows.

5

Comprehensive Transaction Management

You don’t have time to worry about the day-to-day activities involving the transaction. We serve as your project manager, working behind the scenes with your investment banker to streamline the flow of information and coordinate other team members.

6

Goals-Based Personal Advice

A successful transition also depends on the owner’s readiness. Are you emotionally prepared for the sale? What are your plans for the future? How will you manage the proceeds? We work with you to create a comprehensive financial plan that gives you the confidence to embark on the next chapter of your life.

Explore Our Offerings for Individuals and Families

Steve Kurosko

Partner & Market Leader

Investing

Socially Responsible Investing

An impactful strategy for individuals, retirement plans and nonprofits.

Susan Hartley-Moss

Partner

Estate Planning

Building Trusts That Stand the Test of Time

Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate your clients’ trust structures and investments to make sure they don’t have the same experience.

Vonny Carrington, Kathryn Kennedy and Ekaterina Klimentova

Financial Planning

Managing Money as a Couple

In a Relationship? So are Your Finances. Learn practical financial tips for managing money as a couple.

Susan Hartley-Moss

Partner

Estate Planning

Avoid the Trustee Trap

Our dedicated Family Office team has assisted many families with their trustee and fiduciary needs. Susan Hartley-Moss shares two client experiences to help others avoid similar situations.

Paul Chmielewski

Partner

Estate Planning

Biden Green Book Proposals

The Green Book contains the Administration’s policy tax and budget policy goals for the coming year. This year’s Green Book proposes significant changes to the current estate tax planning regime.

Devon Ruttenberg

Partner

Family Office

Why Your Family Office May Need an Advisor

With great wealth comes great responsibility. Families with legacy wealth that want direct control over investment policy decisions often establish a family office to oversee, directly or indirectly, the financial affairs of the family.

Brett Dearing

Partner

Business Owner Advisory

How to Bring Your Business Value Up Before You Sell

Preparedness planning is an essential tool for any owner interested in selling their business for maximum value. It provides a framework for owners to take control of their exit and it also minimizes perceived risk by a potential buyer that may create a discounted value at sale.

Judith Gordon

Principal

Estate Planning

Estate Planning Strategies for Married Couples in the New Decade

For the first half of the new decade a married couple may be able to transfer approx. $23 million without triggering any federal estate tax for their heirs.

Andrew Fisher

Partner

Cross-Border Planning

Warning Signs for American Expat Investors Working with Large U.S. Investment Firms

Investors who chose to live overseas or anywhere outside the U.S. border face inevitable complications to their financial life. There are seven warning signs that can help safeguard you against firms that should be avoided.

Related Posts (accordion)

Tablist help: use the accordion controls to toggle the visibility of their respective panels (below the controls).

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.