MEET DAVID

Are there equity arrangements available to bring associates into the ownership fold?"

Are there equity arrangements available to bring associates into the ownership fold?”

A Successful Business Founder and Owner Ready to Retire

When David was in his early 30s, he started his own company. Now that he’s been at the helm of a thriving organization for several years, David is very proud of what he has built. However, as he nears retirement age, he’s beginning to wonder how his company will continue to thrive with someone else in charge. While he values his associates, there’s no one internally that he feels would be quite right for the job, and his children are busy pursuing their own dreams. Therefore, David is looking for the right buyer—one that will treat the clients he’s spent years building relationships with as well as he does.

Key Business and Operational Questions

Are there equity arrangements available to bring associates into the ownership fold? 

Do I want to have a role after selling? If so, what does that look like?

How can I ensure my employees are taken care of when I leave?

How do I bring on partners without losing control as I transition out?

What is my legacy?

Key Financial Considerations and Questions

Do I have a fair offer?

What are the personal and business tax implications of selling?

What do I need to do to prepare for the sale and how long does the process take?

What is my company worth and how do I maximize the value of the market?

When is the best time to sell?

Does this story sound familiar? If so, the Schneider Downs Exit and Succession Planning team can help. For more information, please contact us at contactsd@schneiderdowns.com.
Please note, our services are best suited for targeted businesses with revenue or value in excess of $5M.

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About Schneider Downs Exit and Succession Planning

Schneider Downs’ Exit and Succession Planning services are multi-disciplined, fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners. To learn more, visit our dedicated Exit and Succession Planning page.

The story, all names, characters, and incidents portrayed in this story are fictitious. No identification with actual persons (living or deceased), places, buildings, and products are intended or should be inferred. 

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