business transition services, business transition planning, Business Transitions, Transition Service

Business Transitions

You’ve spent years building your business and want to enjoy the benefits of your labor. Whether you’re ready to retire right away or want to start building a path towards retiring at a future date, we can help you put a sound business transition plan in place.

Our investment bankers have advised hundreds of company owners on business transition issues—mergers, sales, transfers or IPOs—and have the knowledge and experience to meet your objectives and needs.

Perhaps you’re looking to hand your business down to your children. Or you might simply want to sell to the highest bidder. We’ll do a valuation of your business to assess what your business is worth and provide business transition planning that minimizes tax consequences of any sale or ownership transfer—while ensuring your business will continue to thrive well into the future.

If you’d like advice on how to protect the proceeds from the sale of your business—or on retirement planning—we can also help.

We take a holistic approach to all our small business clients. So besides offering sophisticated business transition advice, we assist you with personal finance and retirement investment strategies. Our goal: help you thoroughly consider your options and ensure you have the freedom to enjoy whatever lifestyle you choose once you exit your business.

To learn about business transition planning call 404.926.5244.

Helping your transition

The decision about how and when to sell or transfer ownership of your business can be complex and emotional. Our investment banking team can guide you every step of the way, on both the personal issues of transition and the organizational and financial aspects. We handle a wide range of scenarios, including:

  • Sale to a third party
  • Merger, acquisition or partial divestiture
  • Private equity
  • Initial public offering
  • Other alternatives

Get the most out of what you’ve built

Our business transition experts take a holistic approach, working with you to meet your business objectives as well as your personal financial needs.

  • Structure your business to ensure the best valuation
  • Provide tax, estate and contingency planning
  • Build a retirement plan that enables you to lead the lifestyle you choose
  • Provide advice on philanthropic giving

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