Situation: A business owner wanted to sell but had expectations that exceeded the company’s current value. Solution: Our team identified strategic and financial management recommendations aimed at improving profitability before the sale. Impact: The business’ value increased from $12 million to more than $26 million over two years.
Situation: A fourth-generation family business faced the retirement of its primary shareholder without a family member available to take over. Solution: Our team helped develop a strategy for an employee stock ownership plan to acquire the business. Impact: The family preserved the company’s legacy while giving shareholders a planned exit and significant tax savings.
Situation: A growing distributor wanted to retain two key employees without transferring ownership. The employees were also unable to purchase shares. Solution: Our team developed a Growth Appreciation Rights Program that allowed the employees to participate in the company’s future growth without receiving ownership interests. Impact: Both employees remained actively involved in daily management, while […]