Many business owners and entrepreneurs have an idea about what their future may hold but few have developed a plan.
If you are thinking about the next steps with your business—whether it’s a transition from one generation to the next or an outright sale to a third party—the time to start planning is now. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.
It all begins with the right team with the right capabilities and resources.
Access the valuable resources and expertise of UBS
Outright sale
Sell 100% of the business to a buyer from the same industry or with a complementary business model, known as a merger and acquisition (M&A) transaction.
Employee Stock Ownership Plan (ESOP)
Sell the business to its employees through an ESOP, a tax-advantaged leveraged buyout.
Recapitalization
Sell a minority or majority equity stake in the company (when a 100% sale is not desired) for asset diversification and liquidity, or issue debt at the company level and use the cash received to buy back shares and/or issue a dividend to shareholders.
Transition of ownership to the next generation
Transition ownership to family members (normally children) by way of a sale or gift, or a combination of both.
The CEPA Value Acceleration Process*
The Value Acceleration Process provides a framework to help business owners with business transition planning.
