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Blog, Transfer & Exit

How a Buy-Sell Agreement Protects Your Biggest Investment – Your Private Company Stock

July 6, 2017

Since a private company’s shares don't trade in liquid markets, a buy-sell agreement is the only document that governs transactions in the company’s shares.View
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Blog, Transfer & Exit

Owner Emotional Readiness in a Transition: Preparing for Life after the Deal

May 10, 2017

While there are several elements of a private company transition, the one that most often stands in the way of success is the owner’s emotional readiness.View
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Blog, Transfer & Exit

Thinking about a Business Transfer? Start with Your Motives

January 20, 2017

Business owners have a lot of options when they decide to sell their business. Having clarity about your motives is an important first step.View
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Blog, Transfer & Exit

Now is a Great Time to Dust Off Your Buy-Sell Agreement

December 19, 2016

The buy-sell agreement is one of the most important corporate documents in a private company. The new year is a great time to make sure yours is up-to-date.View
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Blog, Transfer & Exit

Me and My ESOP: A Look at ESOPs as a Private Company Transfer Strategy

September 27, 2016

Here are 5 common reasons why an ESOP appeals to private company owners who are ready to transition out of their businesses.View
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Blog, Transfer & Exit

Will Your Business Exit Be a Transaction or a Transition?

May 16, 2016

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

3 Critical Elements of a Successful Private Company Transition

February 15, 2016

Three key areas to plan for in a private company transition - business readiness, owner financial readiness, and owner mental readiness.View
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Blog, Transfer & Exit

A Good Owner Exit is About Much More Than Money

September 8, 2015

For entrepreneurial people, determining the strategy for transitioning out of their private company is often more difficult than building it. The process to prepare the business and deciding how to structure the transaction involve a…View

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Blog, Transfer & Exit

How Berkshire Hathaway's Acquisitions are Similar to an ESOP

March 23, 2015

We work with many private company owners on their transfer strategies, and we are seeing increased interest and activity from owners who are considering an Employee Stock Ownership Plan (ESOP).

ESOPs have been around for…View

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Events, Transfer & Exit

Center for Private Company Excellence Seminar: The Math of Growth & Value: How to Build Value in Your Company By Viewing It As An Investor

September 17, 2015

Thursday, September 17, 2015
7:30am to 10:00am
Kreischer Miller
Horsham, PA