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Are we the right fit for you?

Business transfer process is so much more than an ownership transfer schedule, outlining who gets the ownership rights, at what time, and at what cost. We will help you establish the technical aspects of the transfer, but our expertise is much deeper.

Business Meeting at a Cafe

We take care of your business by helping you grow it and protect your assets.

We help you create the right incentives for your key employees, so that they stay, continue to add value and don’t get distracted by any potential fears that may surround exit planning. We help you prepare for third-party due diligence process to close the deal. Importantly, we customize our plans to help meet your specific objectives, whether you plan to:

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  • Transfer your business to family members

  • Sell to management and/or employees

  • Sell to a third party

  • Retain partial ownership

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We develop and evaluate various strategies based upon your objectives and determine if they appear realistic. 

If there is work to be done, we help you get on track.

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Our services can also be helpful for:

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  • Business owners growing their enterprise through an acquisition

  • Entrepreneurs who would rather buy an existing business than launch a new venture

Why Exit Planning?

1

For most business owners their business is by far their most valuable asset constituting about 70-90% of their personal net worth.

 

Therefore, business transfer is a critically important event in any business owner life. Business owners have one, maybe two chances to get the transfer right. If business transfer doesn’t succeed, the effects are likely to be felt for the rest of their lives.

4

A good business transfer plan keeps the business owner in control of the process until he or she is ready to transition.

 

We will make sure the owner is in the

driver’s seat.

2

A proper business transfer plan makes money. Business owners will get a higher selling price because we them build the value of their businesses in preparation for a sale.

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We will also develop and implement tax-saving strategies to mitigate some tax burdens. We can’t eliminate taxes, but we can make them less painful and unpleasant.

5

We give the business owner the peace of mind of knowing that things will be done according to his or her wishes, even if unexpected circumstances occur.

 

Getting ready for almost any eventuality helps protect the legacy and financial security of the loved ones, as well as the employees.

3

A good business transfer plan protects the owner from unexpected bumps on the road as the sale process moves ahead. Many sale deals blow up last minute because the buyer thought one thing and the seller was focused on something else.

We support the pre-sale due-diligence process and prepare both the business and the business owner for almost every contingency.

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Our process begins with helping you identify the objectives of your business succession.

 

We take time to explore your financial needs in retirement, company valuation, value growth strategies, contingency planning for you, your loved ones, and the business, and finally your personal estate needs and legacy planning.

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