For Entrepreneurs

Business Transition Advisory

Your business likely represents a significant portion of your net worth.  When it comes time to plan your exit, this will represent the single most important financial event in your life.  While this may be the only business you ever sell, our team has advised on over 100 business exits and transitions.  Don’t go it alone and risk making an irreversible financial mistake. Our business transition advisory services include:

     
  • Sale of a business (majority and minority)
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  • Recapitalization of a business
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  • ESOPs
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  • Generational ownership transfers
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  • Management buyouts
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  • Value enhancement
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  • Capital funding
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  • Investment banker search and due diligence