Our services
We start every client engagement by first understanding your goals for short-term execution and long-term decisions. Then, we work with you to develop and execute strategies to grow and sustain the business, or develop an exit and transition plan.
Leadership succession planning
Who will lead your business after you?
Our team can formalize a succession plan for your business. We can help with the following:
- Identification of current leadership transition timelines
- Definition of family leadership objectives
- Identification of potential successors by key positions
- Leadership gap analysis
- Assessment of potential successor
- Individual leadership development programs
- Development of measurement and readiness criteria
- Executive coaching
Generational ownership transition planning
What will your legacy be and who will maintain it?
For family-owned businesses, we can help transition ownership to the next generation, while maintaining your family legacy. We can develop a custom plan with the following components:
- Family objectives as defined by each generation
- Options to maintain ownership in the family
- Strategic funding options
- Potential deal structures to minimize taxes and maximize wealth creation
Exit strategies and mergers & acquisitions
Are you considering selling your business?
Our team can help explore and identify alternatives for sale of the business. Alternatives could include a strategic or financial buyer, Employee Stock Ownership Plan (ESOP) or management buy-out. We specialize in the following areas:
- Owner(s) personal objectives
- Preliminary value considerations
- Definition of strategic alternatives
- Identification of potential buyers
- Potential deal structures to minimize taxes and maximize wealth creation
Our professionals offer the following M&A services:
- Sell-side advisory (including business unit divestitures)
- Buy-side advisory
- Going-private transactions
- Management-led buyouts
