| When the majority of your net worth is tied up in the value of your privately-held company you need to understand how to influence, increase, and protect that value.
Questions like, “Do I take money out now or keep it invested in the business” should be evaluated not only in the context of your business goals, but also in the context of your entire personal financial picture.
We’ll help you start planning now, so that down the road you can transition your business at a price, terms, and timing that work for you, your successors, your employees, and your customers. Otherwise, why are you doing all this?
| | Business Transition Services Include - Develop and prepare valuation models.
- Transition analysis & plan development for partner buyouts, transfers to the next generation, management, or a third party.
- Prepare financial models, performance and scenario analysis.
- Develop equitable transaction structure.
- Lead or support due diligence and negotiate.
- Facilitate and support discussions with transaction financing sources.
- Develop and manage transaction timelines.
- Coordinate various aspects of transaction with legal.
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