Business Succession Plan and Exit Strategy Consulting

Harvest Associates knows from experience that strategically building business value in anticipation of an exit produces perhaps the highest Internal Rate of Return available on your capital investment dollar. With our “Shape Your Business” system we examine avenues to both expand value and reduce cost and risk. Then we help you implement the plans. After all, it’s what you keep that counts.

Our personalized value building strategy known as “Shape Your Business” involves five-steps:

1. Clarify and prioritize your goals and objectives
• Look at all transition options including family, management, market sale, ESOP
• Align your objectives with your planned buyer requirements
• Tie into your personal retirement and estate plan
2. Determine your business’ value and likely values in the projected future
3. Research, Analysis and Thought
• Analyze over 70 sources of value and risk affecting your firm
• Identify recent transactions, likely buyers and what business and transaction attributes create synergies buyers will pay you for
• Deal structure alternatives and tax outcomes in order to preserve the bottom line profit you receive.
4. Develop an action oriented strategic plan to exploit strengths and bolster weaknesses
5. Periodic “Accountability” meetings to assess progress & adjust the action plan

Would additional Succession and Exit Strategy Planning offer you more profit?  Click here for a quick Succession Analysis (pdf).

For more information contact our Principal, Greg Caruso, Attorney, CPA, CVA, our Principal Broker at 410-507-5441 or gcaruso@harvestbusiness.com.