Exit & Succession Planning
Exiting a business requires meticulous planning to maximize value. Whether through Family Succession, a Management Buyout, or selling to a third party, we develop comprehensive strategies to ensure the best possible outcome.
Valuation Maximization
Strategies to increase your business's market value before sale.
Succession Structuring
Seamless transition plans for family or management takeovers.
Deal Negotiation
Expert guidance through the complexities of the sales process.
Risk Management
Identifying and mitigating potential risks during the exit process.
Employee Share Ownership
Engage your team to build, grow, and manage the business alongside you. We design custom Employee Share Ownership or Option Plans (ESOPs) that align your team's goals with the company's success.
Custom Plan Design
Tailored plans including Start-up, Deferred Tax, and Phantom Share Plans.
Team Engagement
Fostering a culture of ownership and shared success.
Legal & Compliance
Ensuring all plans are structured correctly and meet regulatory requirements.
Performance Incentives
Linking share options to key business milestones and growth targets.
Business Growth & Planning
We help you develop clear goals and the required actions to take your business to the next level. Our focus is on building sustainable growth, enhancing profitability, and establishing robust operational systems.
Strategic Roadmaps
Clear, actionable plans for short-term and long-term objectives.
Market Positioning
Strategies to enhance your competitive advantage.
Operational Efficiency
Improving systems and processes for better performance.
Communication Strategy
Enhancing internal and external communication for better outcomes.
Leadership & Finance
Strong leadership and sound financial footing are the cornerstones of a successful business. We provide specialized coaching for owners and team leaders, and expert assistance in securing optimal funding solutions.
Leadership Development
Coaching to enhance management capabilities and drive success.
Funding & Finance
Negotiating with banks and financiers for the best funding solutions.
Financial Strategy
Guidance on investment planning and financial reporting.
Professional Network
Access to our network of legal, tax, and accounting experts.