Business & Transaction Advisory
Preparing for a future business sale or intergenerational transition requires advanced planning and a clear roadmap to ensure a successful exit. Our unique multi-disciplinary perspective aligns tax, legal, and financial expertise to maximize the after-tax value of your business.
Advice Throughout your
Company Life Cycle
Valuation Analysis
We answer two threshold questions owners ask: what is the value of my business and is this enough to support my financial lifestyle and legacy objectives? Our Foundations 360 program provides a comprehensive review and documentation of your financial, estate, and business entities. We employ a rigorous approach to wealth planning to confidently demonstrate your capacity to achieve your personal, philanthropic, and legacy objectives.
Value Optimization
We work with business owners and their management team to gather and evaluate qualitative and quantitative data to provide a benchmark comparison on key drivers of value to determine the attractiveness of a business to potential buyers in advance of a transaction.
Strategic exit options
We provide education and analysis on potential exit options, their unique characteristics, and implications on value and alignment with owner objectives. With a thorough understanding of the options, business owners can consider how this aligns in terms of timing, financial considerations, and the impact on the business and its stakeholders.
Due Diligence Preparation
We work with owners to identify, evaluate, and address potential risks or issues. Due diligence is a significant undertaking and preparedness in advance can enhance the overall transaction value.
Mastering the
“Tax Trilogy”
We consult on transaction structuring and model tax, wealth transfer, and charitable strategies to minimize taxes throughout the transaction. By examining tax implications and opportunities at each stage, we aim to optimize outcomes for our clients and their families.
Educate:
- Identify the most common pitfalls and misconceptions relating to a transaction
- Explore and compare various strategic options and exit channels
- Guidance on how to navigate unsolicited offers
Analyze:
- Assess business range of values and prepare capital sufficiency analysis
- Identify and optimize key drivers of value
- Maximize transaction value through due diligence preparation
Advise:
- Leverage decades of transaction experience and expertise working with business owners
- Effectively allocate transaction capital among tax, legacy, and philanthropic objectives
- Minimize the three levels of tax during the three stages of a transaction (“Tax Trilogy”)
