Ownership Transition

This is a big deal. Many firms do not put adequate resources towards this critical element of business succession. Retiring and departing owners along with future owners/leaders all benefit greatly from a well-designed ownership transition plan. Zweig Group has helped hundreds of firms develop solid and actionable plans to effect smooth transitions that keep the business a thriving interest and protects departing and next generation owners. We have worked under impossible deadlines and challenges when needed to help firms in crisis. We believe this is of great importance and we often make ownership transition a part of the strategic plans we develop for firms.

Our consultant team has seen just about every scenario you could imagine and are ready to bring this expertise to your firm to help you efficiently and effectively develop a plan that protects your interests.

Consulting Services areas include:

  • Comprehensive ownership transition planning
  • Business valuation/appraisals
  • Problem shareholder issue and dispute resolution
  • ESOP consulting (including implementation and annual appraisals)
  • Deferred, equity and phantom equity compensation plans
  • Leadership development and management succession