BROWNSTONE

Capital Advisors LLC

Business Succession

BUSINESS OWNER SUCCESSION

 

Done correctly, business succession planning will increase the value (as determined by the owner) and transferability of the enterprise long before the planned succession event. BROWNSTONE works with owners and their advisors to craft and implement a complete plan, driven first by the owner’s goals and objectives, and then supported by strategic tactics needed to reduce risk, and increase return. Though each situation is unique, our succession procedures typically cause us to:

 

 

 

 

 

 

 

 

 

 

 

 

Objectives. Achieved.

BUSINESS OWNER SUCCESSION: TYPICAL SERVICES

· Perform a baseline valuation on the business

· Perform a wealth management plan for owners

· Assess partnership transfers

· Design equitable partnership buy-outs

· Design equitable partnership buy-ins

· Design compensation programs for retention

· Design and implement an “exit” schedule

· Review and align estate documents

· Family business transfers

· Successor generation consulting

· Create value improvement strategies

· Coordinate professional advisors

· Facilitate buy-sell agreement formation

· Assess key employees

· Business re-structuring

· Design earn-out strategies for partners

· Equip successor owners and managers

· Develop a communication strategy

· Positioning the business for sale

· Pre-funding and private equity searches

· Business due diligence

· Consulting through the sales process