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If you’re considering a transition in the next 3–5 years or planning a long-term leadership strategy, now is the time to act. We help you position your business for maximum value while managing risk. We begin by assessing:
We serve as a trusted advisor when you decide to pursue a sale. We conduct a rigorous assessment of your financials, operations, customer base, and market positioning. From there, we help you build a compelling investment narrative, select optimal buyer candidates, minimize execution risk, and maximize your enterprise value.
Whether you seek full or partial sale, seller financing, or third-party funding, we help structure sustainable transactions rooted in fiduciary best practices.
We help you evaluate the ESOP’s role in your capital structure, model future options, and execute long-term strategies — from leveraged redemptions to co-investment alongside your ESOP.
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