Business Transition

Once the business reaches the owner’s targeted attractiveness, readiness, and value, we facilitate The Decision – whether to continue to keep and grow the business or transition it.

Though sometimes made complicated, the choices are often simple.  Do I transition:

  • In whole or in part;
  • To my family/internal team or to an external group; or
  • Do I keep the business and its cash flow?

Once exit strategies are presented, identified and selected, we assist owners in the preparation for the transition process including:

  • Business Due Diligence
  • Legal Due Diligence
  • Creating the book & slide deck sales package
  • Transaction Advisory Support

We work with you to differentiate your Company, showcase the enhanced value created, and negotiate an optimal sale price.

Our client’s goals and dreams vary but often include multi-generational ownership of the business, the sale of a business, new ventures, philanthropy, travel, as well as other ways to make a difference in the “what comes next” time of life.  As part of the process we facilitate these goals with the same detailed care as we do for your business.

Joe in shades with Marty