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 decision to the time the transaction closes.
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:
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.
The key to a successful transition? Getting your business in order before you go to market or pass it to family members. Our team has a deep understanding of M&A trends and issues that impact enterprise value.
Your business and your personal financial life are intertwined. We help you manage the full picture.