Ownership Transition
When it is time for you to transition your company to new leadership or ownership, you want to keep your company in good hands, maintain your original vision, grow your personal wealth, and minimize tax burdens. This is where BCI Group comes in. We help you achieve your goals while minimizing many common pitfalls that can occur during this time.
Ownership transition is a significant juncture, and often unfamiliar territory for business owners and executives. This transition can take many different shapes including exit strategy, incentive stock option or stock purchase plan, shareholder partner "moving on," and/or management buyout to retain and reward the new leadership group and to help diversify owner's net worth. Please click here to read FAQs about our Ownership Transition services.
At BCI Group, we look at ownership transition as a strategic process and not a transaction. This transition process is typically implemented in segments so that it is prudent, affordable, and manageable to both the current and future owners. Our consultants help you and your successors make a graceful transition through careful planning and analysis of potential personal and business issues.
Ownerships transitions usually take place between the owner and family members and/or the management team. Typically, the company is not brokered to an outside party. The transition can be linked to stock options, stock appreciation rights, and/or deferred compensation plans whereby the key people are earning some form of ownership through their efforts and the value they add, in addition to a much larger plan of complete ownership transition.
BCI Group creates solutions for ownership transitions involving exit goals, organization structure, compensation/incentive planning, business development, and benefits and retirement planning. We help bring clarity and alignment to your company. Our services allow you to clearly see your immediate and long-term needs, and identify critical issues and priorities related to your transition.
Call us today at 866-609-1900 to discuss your ownership transition plans.
