Business Succession & Exit Planning
OWNERSHIP TRANSITION • M&A READINESS • TAX & ESTATE • VALUE CREATION Plan and execute a successful ownership transition—on your terms. We build a practical roadmap to grow value, prepare audit‑ready financials, optimize taxes, and orchestrate the deal process (third‑party sale, ESOP, MBO, or family transfer).
Our Key Services
What We Handle
Everything from value‑building and tax structuring to diligence, negotiation, and transition.
Our Process
Define Goals & Timeline
Owner objectives, successors/buyers, and target windows.
Assess & Roadmap
Readiness scorecard, value‑build initiatives, and tax positioning.
Prepare & Clean Up
Close quality, QofE prep, working capital and legal/doc hygiene.
Go‑to‑Market
Data room, teasers/CIM (with advisors), buyer list, and IOI/LOI support.
Diligence & Negotiation
Coordinate responses, reconcile positions, and model terms.
Close & Transition
Funds‑flow, tax elections, TSAs, and day‑one plan—then measure outcomes.