Happier Outcomes

 Challenges Can Transform into Happier Outcomes

Challenges around the business asset are very common.  In part, the people involved don’t understand the importance of this asset to a Founder/owner.  Perhaps their focus is to transact Founder’s business- sell it. Few are geared to focus on the people or solutions for a Founder’s wants- to preserve and enhance returns AND value.  We can address and help your advisers with all of these.

  It’s Time for Action

Fewer than 50% of Founders get to enjoy the 100% cash event they imagine.  Forward think this.  2 or 3 years in advance, we can help you get the outcomes you want.

Most sellers/Founders have no experience with what to expect before, during or after the transaction or transfer.   We can help by serving as your advocate with others at the table.

 As a Trusted Adviser to a Founder & Business Transaction

“What Can The Day After a Business Transaction Look Like For Founder & Family when the people solutions are addressed?

What A Day After Can Look Like

  Financial Engineering vs Superior Results

There are reasons scaling size, capital, sustainable revenues and risks need to addressed ahead of business transaction.

Here’s an example:

A company founder needs to have a $60 million business, is half-way there after 20 years at the helm.

Is it realistic of him/her to expect to grow another $30 million in 12 to 36 months?

Why is this important?  A Founder needs an amount of net amount of capital to meet budget and accustomed lifestyle of both Founder and family, in order to be willing to sell the business.

This goal is realistic when there is one part finance and one part human capital sensitivity augments the advisory focus on the financial details decisions.

Financial engineering of the business alone does not scale size of a business.

The truth is different.

 Dynamics Between Family, Advisers & Trust Company

Do these Mesh or Conflict over “Protect” and “Preserve” Founder’s prized asset in a transfer?

How To Have The Best Results For Benefactor Intent


 What’s on your plate?  Do you need assistance in resolving any one or more of these?  We have deep knowledge and experience with what it takes sustain returns & value of business assets plus sensitivity for solving the human wants  involved.  We’d like to help when you face one of these events.