Positioning owners to transition their business at the right time, to the right successors, under the right terms and conditions.
Financial performance, growth potential, management team strength, capital needs, competitive dynamics, business cycle timing, market conditions - All impact a business’s value and strategic alternatives.
Lifestyle needs and/or retirement, wealth diversification, tax considerations, estate planning, charitable giving, impact on employees and customers, legacy - All factor into which transition/exit options will meet a business owner’s needs and goals.
FORVIS Corporate Finance works with business owners and their families to develop exit plans that consider all relevant factors and all strategic options – which may include a management buyout, employee stock ownership plan (ESOP), recapitalization, or sale of the company (minority or majority). A carefully crafted transition plan is a roadmap that helps owners to enhance value, avoid pitfalls, and improve the likelihood of achieving their goals upon exit.