There are many options to transition business ownership including transferring to family, management buyout, liquidation, merger, employee stock ownership plan (ESOP) and an initial public offering (IPO). Each exit option has pros and cons that should be considered, among these are sales price, tax implications, timeline for transfer, and impact on employees.
Business valuation is an integral part of developing an exit strategy. Comstock’s valuation experts understand the economic impact of ownership succession options. We assist business owners, financial planners, trust and estate attorneys, and CPA’s to develop the best exit planning strategy for the individual business owner taking into account specific exit goals and the transition timeline.
Ownership Succession Planning Services
- Business valuation
- Exit strategy development
- Employee incentive plan development
- Buy sell agreements
- Tax analysis