Succession & Exit Planning

WEALTH PLANNING

Let us help you navigate the market landscape, your potential liquidity options, and the next step for your business when you’re ready to give up the reins.

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We can offer actionable insights on important succession planning considerations

SUCCESSION & EXIT PLANNING

Market dynamics

Research on historical transaction activity and current trading multiples for comparable companies to understand market demand.

Company characteristics

Analysis of your company’s competitive advantages before entering the market to help potentially enhance its attractiveness to investors.

Prospective buyers

Review of any buyers that you have identified as well as a preliminary assessment of potential strategic buyers and private equity investors to understand the depth and breadth of the market.

Liquidity options

Education on the range of potential deal types along with guidance on suitable structures that may help you achieve your goals.

Advisor selection

In-depth discussion, review, and guidance on assembling the appropriate advisory team responsible for day-to-day execution and documentation of your transaction.

Execution oversight

Ongoing support as your sounding board while you monitor your advisors and understand the various elements of the transaction throughout the deal process.

The Importance of Wealth Planning Before Selling Your Business

EMERALD GEMS

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Providing transition advice before key events occur

SUCCESSION & EXIT PLANNING GUIDANCE

Our relationship-based approach to serving your capital needs can help address the key areas of transition throughout the lifecycle of your business.

Business capital

While you're running your business today, we can provide wealth management advice to help prepare you for the eventual sale or transition of your business well before the time comes.

Personal capital

When it's time to execute your exit strategy from your business, we can help align your personal finances to support your retirement lifestyle and provide for your heirs in the future.

Legacy capital

Once your business is sold or transitioned, we can help you explore the many ways you can help preserve wealth for your heirs, support your favorite causes, and potentially mitigate your tax burden.