Transitioning the ownership of a business, whether selling to an unrelated party, an orderly succession plan to key managers, or a transfer to the next generation of family owners, can be as emotionally challenging as it can be financially rewarding. Our experts have been assisting with ownership transitions for over 40 years and we see this area of expertise is more necessary than ever. The experience has led us to conclude that every transaction is unique. To start the process, it is first necessary for us to understand your personal, business, and financial goals. Only then can a plan be tailored to your desires, whether that be value maximization, sustainability of the business post-transaction, maintenance of family relationships, or a combination of all of the above.
According to recent studies:
Our experts are ready to help in a number of ways: