Extended Capability
Ownership Transition Advisory
For founders and owners thinking about what comes after them, retirement, a partner buyout, or handing the business to the next generation, we plan the transition as a life-stage decision, not a rushed transaction.
What this includes
- Succession and generational transition planning
- Partner and founder buyout structuring
- Exit readiness and sale preparation
Who this is for
Founders and family-owned businesses planning ahead for succession, or owners preparing for an eventual sale.
Areas of work this page covers
- 05 M&A, Divestitures and Strategic Alternatives. For companies buying, selling or reviewing their options.
How an engagement starts
- 10 day diagnosticA review of the company's position and a written plan with options.
- 30 day readiness programThe investment case, materials and investor list, ready to use.
- 60 to 90 day advisory projectA defined scope, timetable and set of deliverables.
- Ongoing investor relationsA weekly call with management and a short written update each month.
- Transaction preparationWork plan, information requests, coordination of counsel and management preparation.
- Approved regulated mandatesCarried out only through a properly registered firm and authorized individuals.
What a company receives
- A written plan within ten days of the first conversation.
- A ranked investor list, with the reason each investor fits.
- A call plan for the first thirty days after an announcement.
- The investment case, in a form management can deliver in five minutes.
- Draft answers to the hardest questions investors will ask.
- A monthly update on meetings held, feedback received and next steps.