How It Works:

Our proven process caters to your individual needs by assessing the most important factors of a business before retirement, selling, or transitioning. It only takes five steps to make sure your needs are met.

Step 1: Gather Information

The first step is to gather as much information about your business and your goals as possible. This way we can ensure your business is taken care of and your needs as an owner are met.

We help you identify:
     Your starting point & target
     Post-retirement lifestyle needs
     Value of consumable personal assets
     Your business value & what impacts its value

Did you know? Most business owners have 85% of their net worth tied up in their business. We help you address any gap between the value of your business and your post-retirement financial needs by understanding these figures. 

Step 2: Increase Salability

Business brokers will tell you that not all businesses are salable. There are eight drivers that impact the salability of a company, and also determine where it falls on the scale of value. By addressing these drivers, we help you increase the salability of your company, resulting in a higher sales price and more favorable terms.

Step 3: Explore The Options

We’ll go over all the options available to you including:
    Internal or external sale
    Partial or complete buyout
    ESOP or key person buyout
    Earnout or seller’s note
    Gifting or partial gifting to family member

You can rely on our extensive experience, education, and knowledge to help you through exploring ALL the options and to make the best decision. And no matter how long the process takes, remember, we are working for your peace of mind.

Step 4: Create A Strategy

This is where all the previous steps come together. We document the plan, the list of tasks and develop the timeline. We organize experienced advisors—transition attorneys, CPAs, financial advisors, and bankers. After all these have ensured the plan will meet the seller’s personal and financial goals, we move on to the final stage.

Step 5: Execute The Strategy

As each task in the list is completed, the strategy is executed and you—the business owner—can move into the future with confidence and peace of mind.