Broker Check

Business Transition Planning

Involves planning for the retention or transfer of a business interest including:

○  Family retention directed to active heirs
○  Retention by non-active heirs with professional management
○  Sale to a third party
○  Public Offering
○  Raising Equity for roll-ups or acquisitions to maximize value and create scale

We offer:

○  Expertise and insight as to the benefits and costs of a chosen course of action
○  Management of implementation for a selected strategy
○  Tax planning to minimize the tax cost of a transaction
○  Potential investors and purchasers from within our client base