Transfer Options Analysis

As we move through the process we will continually explore how and when you would like to transition your business. This also leads towards identifying the transfer option(s) that are most likely suitable for you to begin to build your transition strategy around. For each business owner we can identify transfer alternatives available that fit the respective situation. Our process will examine all the options available to determine which one is the best fit for helping you to achieve your overall goals. This may include one, or a combination of, the following transfer options:

  • Sale of the Business to an Outside Party
  • Private Equity Group Recapitalization
  • Employee Stock Ownership Plan (ESOP)
  • Management Buyout (MBO)
  • Gifting Program

The various transfer options may have different business values associated with them. In order to evaluate the outcome from each of the options, you should understand the “Range of Values” that exists for your privately-held business. The estimated range of values for the transfer of a business could include the following different values:

  • “Fair Market Value” through the establishment of an ESOP or gifting program
  • “Investment Value” an investor (such as private equity) may pay for your business
  • “Synergistic Value” a competitor may pay for your business