Transfer & Exit

12 Reasons to Consider an ESOP as Your Private Company Transfer Strategy

November 9, 2022

Here is an overview of those benefits in hopes that owners will give the ESOP strategy proper consideration when they consider their transfer options.View

Don’t Underestimate the Emotional Tax of a Business Exit

June 6, 2022

Much has been written about the financial aspects and considerations of an exit from your business, and there are plenty of pundits who will provide their various do’s and don’ts.View

Will Your Business Exit Be a Transaction or a Transition?

April 19, 2022

The key to a successful business exit is the transition planning the owner does in advance to understand motives, alternatives, and exit options.View

What to do When Your Exit Plan Doesn’t Work Out (The First Time)

March 3, 2022

In a business transaction, it is not unusual for one of the parties to walk away from a proposed deal. It may occur during initial discussions, prior to or after receiving the letter of interest or intent, or while negotiating the purchase price agreement.View

5 Reasons Why an M&A Deal May Fail to Close

November 1, 2021

Since we have worked on both sides of M&A transactions, we can provide our perspective on a few of the reasons why what appears to be a good deal may fail to end in a signed purchase agreement.View

No One Gets Everything They Want in a Successful Family Ownership Transition

September 13, 2021

Family ownership transitions are complex, both financially and emotionally. These transactions are executed best when everyone is on the same page regarding the goals of the transition.View

Now is the Time to Organize Your Documents and Consider Your Exit Strategy

July 22, 2021

Crossing off these items from your to-do list will allow for a smoother and more successful exit when the time arises.View

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

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

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