Closely Held Companies - Ownership and Succession Planning

Over the years our firm has been retained to provide closely held and often family business owners with valuation advice with respect to how the business can facilitate the exit plans of the current generation of ownership. Whether that takes place through a transfer of ownership to the next generation of active managers, a sale to an ESOP, an outright sale or any of a myriad of other possibilities. We have also been asked to play a key role in peaceful resolutions of shareholder conflict involving closely held businesses. Many of these cases have had successful outcomes, associated with the shareholders’ comfort that the process was being dealt with competently and fairly.

One of the many benefits of working with leading law and accounting firms is the breadth of family businesses into which we have been introduced. We have assisted in the implementation of world-class estate and business planning techniques, which brought about successful resolutions to the challenges confronting the owners and their families.

The experience and expertise of our professionals combined with our articles published in Family Business Magazine and our other published articles and University and industry presentations on this subject have given our clients the tools with which to fashion their legacies.