Transfer & Exit

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Blog, Transfer & Exit

Considering an Exit? Every Business Owner Should!

April 2, 2021

Regardless of what stage the company is in (whether it’s in the start-up, growth, or mature phase), every business owner should not only consider an exit strategy, but should also develop a plan.View
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Blog, Transfer & Exit

The Three Important Objectives for a Successful Private Company Ownership Transition

February 26, 2021

While the mechanics of completing these transactions are complicated, we approach every case with the goal of representing and addressing the needs of all parties involved, including the exiting owners, the next generation owners, and the company.View
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Blog, Transfer & Exit

What Are Quality of Earnings Reports and Why Would I Need One?

December 14, 2020

Here are a few of the questions that are typically asked regarding quality of earnings engagements.View
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Blog, Transfer & Exit

Is an ESOP The Right Transfer Strategy for You and Your Private Company?

September 23, 2020

As private company owners deal with the succession and transfer of their businesses, we are seeing an increasing interest in using an employee stock ownership plan (ESOP) as a transfer strategy.View
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Blog, Transfer & Exit

Consider the Exiting Owner’s Emotions in a Private Company Transition

September 6, 2019

In a private company transition, one of the biggest issues is the pace at which the owner or exiting shareholder steps out of the business.View
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Blog, Transfer & Exit

When Planning Your Exit Strategy, Put Time and Talent on Your Side

July 15, 2019

All too often, private company owners wait until they are ready to transition out of their business to actually begin the transition planning process. This is a common mistake that owners make—starting the process…View

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Blog, Transfer & Exit

Finding "The Number" in a Family Business Ownership Transfer

May 16, 2019

We find that families in transition need valuation advice, but not necessarily a formal valuation. That's because the ultimate price is a triangulation of these three issues.View
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Blog, Transfer & Exit

Cost of Capital vs. Cost of Being Wrong: Which is More Important?

March 22, 2019

Understanding the cost of capital is critical for any company that is considering a large capital allocation decision such as an expansion, acquisition, or shareholder transaction.View
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Blog, Transfer & Exit

Owner Readiness is the Toughest Element of a Private Company Transition

January 25, 2019

The most successful business transitions tend to have one thing in common and it is often the most significant factor – an owner who was ready.View
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Blog, Transfer & Exit

5 Hidden Benefits of Using an ESOP as an Exit Strategy

October 25, 2018

When privately held companies and their owners discuss ESOPs as an exit strategy, the major theme is usually the tax advantages.View