Most business owners eventually face the challenge of either selling their business or transferring ownership to family members or to a management team. We can develop and implement a custom succession strategy that maximizes your tax advantages and helps you reach your personal financial objectives. We provide advice and expertise throughout the entire succession process to ensure a smooth and seamless transition.
We can provide you and your family with succession solutions based exclusively on your specific needs and goals. Take advantage of our broad range of expertise and access to resources including investment banking services, mergers & acquisition services, and specialized tax strategies.
We offer a comprehensive range of consulting services including:
How to successfully exit from your company
Evaluating “keep” or “sell” strategies
Family transfer techniques
Creating valuation strategies to maximize shareholder and family equity
Reviewing shareholder agreements and funding strategies
Designing key executive compensation and retention plans
Stock valuation discounting techniques
Developing a plan for management or heirs to acquire the business in the event of death
Negotiating the buyout of shareholders who no longer wish to be associated with the business, on a tax-favored basis
Pre-sale and Post-sale planning
Coordinating document preparation with counsel
For more information on The Valens Groups' Business Transition Planning, please call us at 856-234-3338 or email us at: firstname.lastname@example.org