“I’m a great believer in luck, and I find the harder I work, the more I have of it.”
Running a business or leading as an executive is all-consuming. You’re juggling growth, strategy, employees, and countless decisions, often putting your personal long-term planning aside. That’s where we come in, to help solve those big-picture questions:
Focusing on what you’ve built
You’ve likely poured your blood, sweat, and tears into building the business and we know it’s important to you that your employees, customers, legacy, and family are cared for. As a business owner, having a succession plan and legal buy-sell agreement spells out who can buy an owner’s stake, how much they’ll pay for it, and how the deal gets funded. Having a well-defined succession plan and legally binding buy-sell agreement not only protects your business’s future but also ensures your hard-earned legacy continues for generations to come.
WITHOUT A VALUATION, YOU'RE JUST GUESSING, AND YOU MIGHT END UP SHORTCHANGING YOURSELF OR YOUR FAMILY
Business valuation services
Besides helping you protect your business; we can give you a clear figure of what your business is worth. Our business valuation service not only provides a market value, but it shows you what parts of your business are driving value and where you might need to tweak things. The valuation sets the price for what happens if an owner leaves, dies, retires, or divorces. So, if your business partner passes away, their family isn’t arguing with you over what their share is worth. It’s already decided, fair and square, based on the valuation. Without a valuation, you’re just guessing, and you might end up shortchanging yourself or your family.
Services tailored for executives at publicly traded companies
Our services address the challenges of navigating material non-public information (MNPI) and ensure compliance with complex regulatory and legal requirements. We design and manage Rule 10b5-1 trading plans to facilitate compliant stock transactions, guide executives through blackout windows and cooling off periods to ensure corporate governance standards.
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