01Decide — Strategic & Ownership Advisory
An independent ownership advisor brings experienced judgment to choices that affect the business, its owners and their future alternatives. We provide an ongoing sounding board and commercial advice; a transaction does not need to be on the table for the relationship to be useful.
- Strategic alternative assessment
- Organic growth and enterprise value creation
- Acquisition strategy and inorganic growth
- Sell, hold, recapitalize or transfer decisions
- Transition readiness across ownership, governance, capital and management
- Family succession and ownership transition planning
- Exit planning alongside your wealth manager
- Ten Pillars Assessment of enterprise value
- Business valuation and ownership alternatives
- Capital structure and lender relationships
Business Exit Planning & Succession
An eventual exit can mean a sale, family succession, a management transition or a different ownership arrangement. We help examine business readiness, capital requirements, shareholder objectives and the commercial feasibility of the alternatives. Your wealth manager, attorney, accountant and tax advisors address their respective disciplines; we connect the business decisions to the ownership outcome.
An ongoing relationship as decisions evolve
We begin with the business, the people involved, and the question that needs attention. The relationship can include strategic discussions, review of opportunities, and support when circumstances change. The next step may be to act, prepare, renegotiate, defer, or continue owning the business.