How you exit matters.
We can help you do it right.
From first impression to financing, we help business owners execute a competitive exit plan that sets the company up for success without compromising values.
We know the details matter.
You built your business by doing the hard work that few others were willing to, and making sure big decisions were taken responsibly.
So, rather than bury you in marketing speak, here's a clear list of the top things what we know matter to owners, and how our exit methodology and business model address those issues.
Competitive Sale Pricing
You care about getting a fair deal. We understand that, and can help you design an exit plan that takes into account your family's needs while setting up your workers, community and mission up for long-term success.
A Better ESOP Alternative
ESOPs don't last. We've talked to hundreds of founder-owners who setup ESOPs and employee-owners who run those companies years after the founders leave. ESOPs leave those long-term owners in a financial bind, and sap new employee's motivations. We have fixed these problems with our trust exit model, which allows greater flexibility and control.
Tax Advantages
No one loves paying taxes. We've designed a trust exit strategy based on tax optimization methods that were previously only available to the very very wealthy. We can design an exit that ensures you pay minimal taxation on your exit.
Reliable Governance & Management
You have steered the ship for a long time. Passing your company to the next generation is a big deal. Our trust model ensures that your financial security and company values are carried through into the future without overly-limiting next generation leadership. We can also help in designing a governance structure that integrates key expertise and perspectives that might be missing in your current team.
Perks for Leadership
Leaders need to be rewarded for taking on more responsibility. Our trust exit model is customizable and we can craft specialized packages for next generation leadership that help get them onboard with the plan and reward their hard work without jeopardizing the company's values and future.
Long Term Upside
If next generation leadership is aiming for growth, you should be able to participate in it. Our financial design can include long-term upside for you and your family, while protecting the company and your legacy.
Fixed value-based pricing, no hourly rates or unexpected fees
A DIY approach to your exit planning is expensive. If you've done a deal like this before, you know that lawyers, financial consultants, investment bankers, and brokers often overpromise and underdeliver. We put our business model in line with YOUR interests. We get paid when we deliver value, not based on opaque billable hours or taking chunks of your company.
Exit with Purpose
One of our experienced advisors can quickly answer all your questions and help see if our model makes sense for your business.
We help owners design and execute a sale to a customized trust run by people who care.
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Step 1: Feasibility
We work with co-owners, family, and key stakeholders to make sure a trust exit is aligned with your goals and financially feasible.
Step 2: Exit Design
We help build, legally paper and refine your business exit trust, ensuring that your operating principles are protected for the long haul.
Step 3: Financing
We put together a customized financing package to fund the conversion with affordable, aligned capital.
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Step 4: Support
We work with you and your team to equip the next generation to manage, lead and steward the company’s growth over the long-term.
What other owners are saying
Matt Kreutz
Founder / CEO
Brandon Dunn
CEO
Steve Piersanti
CEO / Founder
