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. We can help keep your business thriving and protect both departing and next generation owners.
Our consultant team has seen just about every scenario you could imagine and are ready to bring this expertise to your firm. We have worked under impossible deadlines and challenges when needed to help firms in crisis.
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