Private Equity

Business Lifecycle Planning

We invest time to learn where you are, to get you where you want to be.

Our team works with privately held and family business owners at every stage of the business lifecycle, from formation to succession or exit. At inception, we advise on entity formation and capital structure. For ongoing concerns, we help with governance best practices, business plans and the evaluation of key decisions designed to assist in minimizing risk and enhancing value. This includes assisting with equity incentive plans and debt and equity private offerings.

When a business owner determines it is time to consider a transition, we work to identify various options for succession or exit, and determine which form of transition will best suit our client’s overall goals. Our diverse team regularly assists with transferring ownership to the next generation, management buy-outs, and selling companies to financial and strategic buyers.