Our Services

Owner Transitions provides dedicated support to help you prepare, make your personal and business choices, put the plans in place, and successfully conclude your choice for moving to your next chapter.

We have counseled companies in complex acquisitions, succession planning, strategic organizational change, and international expansion.

Working with you, we take into account the essential tasks that lead to a gratifying and profitable outcome.

Buyer’s-Eye-View: Transition Preparedness Assessment

We assess your business from an unfamiliar viewpoint ─ through the critical eye of potential buyers. We examine

  • Your markets: how you are positioned vs. competitors, and trends (local, regional, global)
  • Products and services
  • Financial status, including the structure of your financial statements
  • Organization: processes, structure, people
  • Use of technology
  • Communications ─ internal and external
  • Owner’s financial preparedness and future plans
  • Leadership and succession

Making the Choices

We assist you in weighing your choices ─ business, financial and personal ─ and deciding on the optimum path:

  • Your plans and hopes for the rest of your life
  • Strategic sale
  • Financial sale
  • Employee buyout
  • Growth ─ internal or by acquisition
  • Transfer to family or other situations

Developing and Implementing the Plans to get you there

We work seamlessly with you, your management team, and your trusted advisors to create the Plans and put them in place. For example:

  • Key employee retention
  • Leveraging technology
  • Acquisitions: finding suitable targets, conducting the transaction, integrating into the business
  • Preparing the organization: Succession Planning; developing the management team and structure to succeed without you
  • Strategic Market Planning

Completing the transaction

If a transaction is your choice, we can assist with:

  • Establishing the value proposition for a strategic sale
  • Marketing the business and finding the buyer
  • Managing due diligence
  • Negotiating the sale