BUSINESS TRANSITION CASE STUDIES

• Worked with investment banker to create financial statements
• Prepared tax projections for seller
• Helped analyze after tax proceeds of various purchase offer scenarios
• Structured transaction to minimize tax to seller
• Managed valuation of corporation at date of S-Corp election
• Worked with attorneys on structuring sale and earn-out terms
• Helped monitor post-closing working capital requirements

• Developed a plan for an orderly transition of duties
• Created buy-sell agreement provisions
• Instituted salary continuation agreements and personal guarantees
• Prepared multi-year pro-forma financial forecast to illustrate the impact of the buyout
• Teamed with attorney on document preparation
• Provided ongoing mentoring and coaching

• Prepared a baseline business valuation
• Conducted a retirement needs analysis and prepared retirement cash flow model
• Evaluated and explained transition alternatives
• Instituted a buy-sell agreement and salary continuation agreement
• Prepared a long-range (10-15 year) financial forecast
• Developed a fair transition plan with a realistic timeline.
• Created individual estate plans
• Provide ongoing leadership mentoring and coaching

• Performed exit planning three years in advance of company sale
• Assessed the owner’s retirement needs
• Established goals focused on increasing the company’s value in advance of exit
• Projected potential company valuation
• Set up defined benefit pension plan to defer tax on some sale proceeds
• Helped client with company sale
• Investment management of sale proceeds
• Helped seller carve out a patent that was leveraged to start a new company

• Facilitated a business planning process and established measurable goals
• Worked with the owners to develop incentive compensation plans for their key employees
• Designed a business plan to help them reach their goals
• Provide ongoing mentoring and coaching

• Determined stock purchase structure and terms
• Managed tax considerations
• Assessed cost of existing employee benefit plan
• Instituted new employee benefit plan
• Performed cost segregation study
• Compiled pro-forma cash flow model
• Prepared personal financial plans for the owners

• Helped the family determine if they should sell the business
• Assessed the feasibility of an internal transfer versus an external sale
• Partnered with a business broker to identify and engage potential acquirers
• Prepared personal financial plans for the owners

• Helped client expand by purchasing a veterinary practice
• Modeled expected cash flow
• Helped buyer negotiate acquisition
• Structured transaction to maximize tax deductions
• Negotiated with seller’s CPA
• Guided client in conducting due diligence

• Prepared a business valuation
• Helped owner negotiate sale of business
• Structured sale to minimize tax to seller
• Coached seller on structuring the deal
• Worked alongside business broker and attorneys
• Negotiated tax structure with buyer’s CPA
• Investment management of sale proceeds

• Prepared business valuations for three distributors
• Explained relative valuations
• Structured combining the companies in advance of selling the combined business
• Prepared profit projections based on cost savings resulting from combining entities
• Teamed with business broker on marketing the business for sale

• Analyzed company’s market position and financial strengths and weaknesses
• Modeled expected cash flow
• Determined a fair offer price

• Converted C Corp to S Corp
• Helped client negotiate sale of the business
• Set up Family Limited Partnership for rental properties and annual gifting to children
• Structured sale to minimize tax to sellers
• Perform ongoing management of gifting and compliance