A primary component of a suitable succession plan is the aspect of estate planning. Proper pre-planning can greatly benefit a business owner in any form of exit transaction. ESOP Strategies has the expertise to advise business owners on setting up a comprehensive estate plan to effectively protect the estate while minimizing tax liability.
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Tysons Corner
1420 Spring Hill Road
Suite 600, Office 606
McLean, Virginia 22102
Richmond
Two James Center
1021 East Cary Street, Suite 1400
Richmond, Virginia 23219
Norfolk
150 West Main Street, Suite 2100
Norfolk, Virginia 23510
Newport News
One City Center
11815 Fountain Way, Suite 400
Newport News, Virginia 23606
T (757) 624-3285
F (888) 360-9092
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.