Running Your Business Isn’t Just
Business. It’s Personal.
Comprehensive transition planning to help make your company – and you – transaction ready
Do I Need a Financial Advisor?
Your company is thriving. When is the right time to start thinking about the next stage or making a transition? At retirement? Five years before? Now?
The decision to transition your business – either by sale or succession plan – is one of the most difficult and emotional decisions you’ll ever have to make. After all, you’ve devoted a significant part of your life to building and growing your company.
We work closely with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families, and other stakeholders.
Why start planning now? On average, it can take up to two years from the time you make your transition decision to the time the transaction closes.
Preparation. Preparation. Preparation.
Failure to prepare is one of the primary reasons most businesses don’t sell, or sell for substantially less than expected. Our established exit-planning process helps you avoid being one of them. We’re by your side during every stage of the transition—pre-transaction, transaction, and post-transaction.
Assessment of Liquidity Options
There are many ways to transition a business such as selling to a family member, a managed buyout, or recapitalization. The best option for you is the one that matches your goals and long-term vision. We help you weigh the positives and negatives of each choice so you can make a sound decision.
360° Business Audit and Enterprise Valuation
To secure the best price for your business, you need to enter negotiations with the highest possible valuation. We conduct a thorough analysis of your company to assess its “sale readiness” and identify issues that may make it less attractive to buyers.
Business Planning and Implementation
Identifying potential “value detractors” is just the first step. Next, we work with you to develop a 30-,60- and 90-day action plan to resolve the issues that have the greatest impact on offer price.
Formation of Transaction Team
Transitioning a business is a complex legal and financial transaction involving investment bankers, M&A attorneys, accountants, and other advisors. We help you identify the right people for your team, negotiate engagement letters, and establish communication workflows.
Comprehensive Transaction Management
You don’t have time to worry about the day-to-day activities involving the transaction. We serve as your project manager, working behind the scenes with your investment banker to streamline the flow of information and coordinate other team members.
Goals-Based Personal Advice
A successful transition also depends on the owner’s readiness. Are you emotionally prepared for the sale? What are your plans for the future? How will you manage the proceeds? We work with you to create a comprehensive financial plan that gives you the confidence to embark on the next chapter of your life.
Let’s Collaborate with Us!
Whatever you want to do, do it without limits with GestInvest.
To find out more about investing with us and the long-term perspective we bring please get in touch with our team.
