What We Do
The problem we solve
Private business owners understand that proper planning is often the key to their success—yet, an astonishingly large number have decided to transition without an exit strategy. Failure to have an exit plan—regardless of an entrepreneur’s interest in transitioning—can be harmful to business value.
What We Do
How we solve it
We engage private business owners to develop and implement strategic exit plans that are fueled by their family’s shared purpose, vision, and plan for the future. Our venture capital-like approach provides a road map to help maximize enterprise value, ensure leadership succession, and build continuity in your family business.
A business exit plan assists in mitigating the risk of failure to your business enterprise, and helps to provide a strong foundation to build your family enterprise:
- Discover a shared family purpose
- Improve business value prior to transfer
- Plan for taxes on exit proceeds
- Devise a wealth transfer strategy
- Develop an investment plan
What We Do
Our Services
We work with you in a dynamic and continuous process as your exit goals and objectives evolve.
Exit Plan Design and Management
We act as the single point of contact for the oversight of your business transition needs. We can facilitate strategic planning sessions, design a written exit plan, and collaborate with outside consultants and service providers.
Financial Planning Gap Analysis
We help you determine the amount of financial resources required to accomplish your future goals. We can coordinate formal business valuations, quantify personal assets & liabilities, and construct financial models to forecast your wealth gap.
Business Value Driver Analysis
We can assist entrepreneurs in maximizing and protecting their business enterprise value. We work with an outsourced team of specialized consultants and advisors to help manage your business risk-return.
Pre-Transaction Planning for Transfer or Sale
We advise on transferring ownership in your closely held business to family members, key employees, or strategic partners, according to your wishes, in the most effective and tax-efficient way.
Business Continuity Planning
We coordinate your business continuity planning with your transition goals. We can design cash and equity-based compensation plans to align executive pay with shareholder value and help structure buy-sell agreements to protect business value.
Estate and Wealth Transfer Planning
We advise private owners on the interaction of their estate plan and business exit goals. We work with outside practitioners to help design and implement strategic plans to prepare you for a successful wealth transfer.