OTHER SERVICES

Your employees helped you get where you are today. Have you thought about how you can reward them for their past efforts and motivate their future behavior by passing ownership and responsibility to them? Find out how to make it happen.

You have made most of the big decisions along the way in growing your business. Have you groomed a successor(s) to take over the business? It’s never too early to start thinking about the next stage. Proper succession planning begins years in advance to create a smooth transition and minimize disruptions. Haven’t considered it yet? Maybe now is the time. Let us help you identify the key players in your organization, and place them in effective governance structures to maximize their chances for future success.

Have you envisioned your life after your business? Or, perhaps, you might have thought that exiting your business is not a possibility. A significant portion of your wealth—and funds for retirement—is likely tied to the equity in your company; however, extracting that equity can seem complicated. We can walk you through all of the personal and business considerations so that you can make an informed decision about a comprehensive exit strategy that will smoothly and efficiently transition you into the next chapter of your life as well as your business.

Do you know how financial analysts, investment bankers, strategic buyers and other valuation experts would value your business? We can help you get a realistic understanding of the process used by industry professionals to determine stockholder value by providing a preliminary valuation of your company through our ESOP Feasibility services. This gives you a rough approximation of your company’s current value. From there, you can decide what to do next.