We work with owners selling their businesses, as well as those seeking growth through acquisitions. Our experience and resources allow us to bring focus and discipline to what can be a somewhat chaotic process.
An employee stock ownership plan (ESOP) is an effective tool for achieving shareholder liquidity while providing a good future employee benefit. This structure, however, isn’t for everyone. We’re one of the few firms that understands the nuances.
Whether a business needs a valuation for annual ESOP administration, estate planning, or in conjunction with selling the business, our team of experts can provide an objective and independent opinion of value that is supportable to the most discerning reviewer.
The key to many of our clients’ successes is the optimal use of private debt and equity capital to support their objectives. Not some of them, but all of them.
Your business is your life and we understand that, but that doesn’t mean you should ignore sound finance practices. While your net worth might be significant, how much of it is illiquid and relatively inaccessible?