Business Succession Planning
After decades of building a business, owners only get one shot to sell it the right way.
With over two decades of experience advising clients through private transactions across various industries and sectors, the team at Elkhorn Creek Financial understands the unique challenges and opportunities that successful business owners face. Many business owners spend decades building their business only to have regret regarding how a transaction was executed. Our tailored process is designed with the end in mind, which is to help lead our clients to compelling outcomes with less regret.
“When it comes to selling your business, everyone is willing to give their opinion. Very few have the expertise and experience to truly advise your family.”
Zach Gates, Partner
Our Process
IDENTIFY
Driving factors in consideration of a sale (market conditions, unsolicited offers, lifestyle change)
Owner’s needs (current financial needs, future needs and goals)
ANALYZE
Strength of business (industry dynamics, sustainability of revenue, management bench strength)
VALUE
Company value (ranges of value, how is the value influenced by structure)
STRUCTURE
Type of transaction (management buy-out, ESOP, strategic partner, family transfer)
Model potential deal structure (advanced tax planning, sequence of payments, seller financing)
IMPLEMENT
Coordinate advice across multiple parties (CPAs, Attorneys, strategic buyers, 3rd party administrators)
Wealth management (asset management, trust administration, tax strategies, estate planning)
Connect with Us
Our goal throughout this process is to develop a tailored strategy, utilizing proven techniques, to enhance the value of the transaction, as well as ensure that our clients’ needs are met once they exit the business.
After decades of building a business, owners only get one shot to sell it the right way. Our job is to make sure you do.