Ownership Transition Planning

Ownership Transition Planning

The successful transfer of ownership interests depends largely on the appropriate valuation of the business and its securities. Matheson Financial Advisors helps business owners plan for the future of their companies. Our firm helps founders and owners determine what alternatives are best for them and their firms, and we assist in the planning and implementation of the process with workable solutions. This may include an outside sale, a recapitalization, a sale to managers and employees, or a sale to other family members under a succession plan. Business owners face many financing options such as outside equity or debt financing, seller financing, a reallocation of corporate earnings, or use of an Employee Stock Ownership Plan (ESOP).

Successful firms often need to align rewards for key employees to attract and retain the talent needed to grow the business. We assist companies in evaluating, designing, and implementing long-term equity programs to expand ownership to key employees. These include stock purchase plans, restricted stock plans, phantom stock and stock appreciation rights (SARs), and employee stock ownership plans (ESOPS).

The Ownership Transition Services we provide include:

  • Ownership Transition Advisory Services
  • Ownership Expansion Programs
  • Management Buy-Outs
  • Employee Stock Ownership Plans (ESOPs)
  • Preparation of Offering Memoranda
  • Stock Redemptions
  • Equity Incentive Plans
  • Leadership Transition Consulting
  • Corporate Governance Consulting