Ownership Transition: Plan for the Future to Maximize Your Alternatives

According to the U.S. Census Bureau, there are approximately 1.2 million privately owned businesses in America with 10 or more employees. Fueled by the aging of the baby boom generation, it is estimated 40% to 60% of these businesses will change hands over the next decade.

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Economic and Market Turmoil: What Impact Does That Have on My Business?

Valuation Theory. First, a bit of theory. The value of a business is dependent upon internal company factors, as well as external market factors that are beyond the control of an individual business.

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Ownership Transition Insight: Focus on Family Transfers

As business owners near the exit point for their investment, they are faced with alternatives which may include the sale of the business to third parties, management or their employees, or they may desire to have family members assume an ownership role in the business.

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Exit gracefully & prosperously

Expect the unexpected. A well-planned exit strategy can help owners extract cash from their businesses, addressing a variety of transfer scenarios. These may include voluntary transfers such as retirement, gifts to family members, donations to charities, stock compensation plans for managers, or mergers or acquisitions.

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