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Business Transition & Consulting Services
Business Transition & Consulting Services
Entrepreneurs typically invest their lives building their businesses. These enterprises are the product of hard work and commitment. When it comes time to pass on the legacy, many owners face the transition with trepidation.
SC Financial Services can help. We offer business transition services through our sister company, Optimized Business Transitions, LLC.
OBT specializes in assisting business owners in formulating and executing a transition from their position at the helm of the enterprise to a new role defined by their personal goals. Along the way, we present the various options to monetize the investment in the company to achieve the best the financial outcomes for the business owner and the family. We also provide guidance on protecting that legacy moving forward with advanced estate planning techniques mapped to the client’s objectives.
Prepare for a Smooth Transition
Business transition is often a once-in-a-lifetime opportunity to realize financial freedom—and it’s always a considerable challenge. OBT and your advisory team will be your advocate the whole way as you secure a smooth transition.
SOME TRANSITION CONSIDERATIONS:
- Changing the ownership and/or management structure of the business
- Retention of the business for family members
- Planned internal sale of the business to employees and co-stockholders
- Planned sale of the business to external buyers, or through an initial public offering
- Retention of the business by the client but with diminishing involvement in its operation
- Coordination of the Contingency Plan with the Business Transition Plan
OUR WORK INCLUDES:
- Specialized analysis and consulting
- Detailed financial models of the owners’ and the business’ situation
- Integrated transition plans that deal comprehensively with business, family and financial issues
- Implementation services—not just advice—to ensure that your objectives are achieved
Start Planning Today
There are so many questions that arise when considering a business transition. How do I see my relationship with this company going forward? How can I be confident I am optimizing all facets of the process to maximize results?
Don’t wait until you are “ready to leave” to begin the planning process. The bottom line results and overall satisfaction greatly increase if given the appropriate amount of time to plan and implement the advice of your advisory team.
For more information, please visit www.optimizedtransitions.com