Business Owner Advisory Services
Business Owner Advisory Services
From formation to exit and beyond, we help owners align business decisions with personal wealth goals. Engagements are coordinated with legal and tax advisors to ensure continuity across structures and timelines.
Valuation Coordination
We coordinate independent valuation work to establish defensible enterprise value ahead of transactions. Insights inform pricing, negotiation, and equity incentive planning. Periodic updates track progress and market shifts.
Business Development Advisory
We assess acquisitions, organic expansion, and capital structure choices for impact on risk, liquidity, and control. Financing and debt-service models are tested for resilience under multiple scenarios. Recommendations prioritize sustainable growth over short-term optics.
Succession Planning for Owners
We develop pathways for family transfers, third-party sales, or charitable transitions. Governance documents and communication plans reduce uncertainty for employees and family stakeholders. Early planning protects enterprise value and personal priorities.
Pre Sale Planning
We align estate tools, entity structures, and timing to reduce tax drag and smooth closing. Preparatory steps may include trust creation, asset segregation, and equity reclassification. The goal is to arrive at sale ready, informed, and flexible.
Post Sale Planning
After a transaction, we recalibrate investment policy, liquidity reserves, and cash-flow plans to support lifestyle and new ventures. Tax payments and charitable commitments are sequenced to avoid unnecessary friction. Governance frameworks help families adapt to their new balance sheets.
Buy/Sell Agreement Advisory & Financing
We structure agreements to reflect valuation mechanics, funding sources, and dispute pathways. Escrow, earnouts, and payment schedules are modeled for tax impact and risk allocation. Proper design reduces surprises and preserves relationships.