Business Ownership TRANSITION and Continuity Planning Services
Our process leads to creating a comprehensive plan for the smooth transition of ownership. This is done through leadership development, increasing the business value and the strategic identification of potential buyers. An early step in this process is to create a plan that ensures the continuity of the organization while protecting its assets.
Alternative Ownership Structures
Employees may be the best option to transition the company ownership. We assist owners in assessing whether an Employee Stock Ownership Plan, Employee Owned Cooperative or the sale to a key management/employee group would be the best buyer resulting in a greater financial advantage to themselves while preserving the company legacy.
Understanding the value of the business and the future needs of the owners is essential to the transition planning process. Our services assist owners in converting the story of a company, its operational performance, history, brand and market position into dollars and cents. Depending on the owner’s needs and the outcome from the valuation, we assist in developing strategies that lead to the increase in company value.
We work closely with our clients to develop a customized succession plan.
Start the process below and begin to make your move into the future.