Transition Solutions 1 (1)

TRANSITIONS

Whether an owner is considering fully retiring, stepping down from day-to-day responsibilities, passing the torch to heirs or employees, or seeking an outright sale, our firm can help determine the best exit strategy.
We also partner with owners to prepare a business for sale, and maximize the value of an owner’s hard-earned equity. Drawing on our consulting skills and experience, we can develop a multi-year value enhancement plan designed to significantly increase the sale price of the business and facilitate the owner’s exit strategy.
We believe a successful exit is based on personal satisfaction, as well as the financial outcome. Unlike traditional investment bankers and brokers who push for a sale, we advise our clients about all options in an objective, unbiased manner. For instance, a client may be able to retire and obtain liquidity from his or her business without selling – an option preferred by many owners.
Our relationship-based approach is focused on doing what’s right for our clients, their families, their employees, and their legacies.
After choosing the best path for each owner’s situation and objectives, we vigorously represent eachclient’s interests to obtain the best possible deal. Because we take a fiduciary-based approach, our firm stays focused on doing what’s right for an owner, including the impact of an exit on family members, employees, and customers of the business.