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Transition Plans

Any organization going through a transition in ownership will undergo similar steps and face similar challenges. However, when the company experiencing a change in ownership is a small- to mid-sized creative company, some of these steps and challenges can be complicated by factors such as personalities, passions, relative value of each employee’s talents, client loyalty, generational differences, and employee and client perceptions of the company as an extension of the current ownership.

While helping you through these challenges, we will also help you through the more tangible steps of ownership transition, including:

  • Business valuation
  • Establishing agreed-upon procedures for acquiring or divesting interest in the firm
  • Securing achievement of ownership goals
  • Planning for and maintaining succession of managerial control
  • Researching compensation programs
  • Planning for taxes
  • Mergers and Acquisitions