Business Transition Services
Transaction Services- You may ask what is so critical for business owners to having an exit plan. The purpose is for you to be able to achieve your financial and lifestyle objectives. Can you answer the following questions?
- When do you hope to be able to exit your business?
- In order to meet your personal objectives what valuation of you business do you need to achieve?
- What is the current value of your business?
- In order to meet exit valuation of your business, what growth rate do you need to meet and maintain?
- What will be the tax consequences of your business sale?
At Vision CFO, we help you develop and achieve a plan to optimize the value of your business by:
- Handing the business to the next generation
- Management buy-out
- Third-party sale – financial buyer or strategic buyer
- Employee Stock Ownership Plan
- Private Placement
- Initial Public Offering
Did you know:
- Only 1.5% of all businesses in the U.S. reach $25 million in sales.
- 50% of all business owners are emotionally but not financially able to sell.
- 50% of current business owners are within ten years of retirement and most have developed no “Transition Plan”.
- 90% of all businesses listed for sale never sell.
- 75% of all businesses handed down to the next generation fail.
Contact us at Vision CFO to help you build your "Transition Plan".