EXIT & SUCCESSION PLANNING
Business Owners suffer from wealth concentration risks and illiquidity resulting in avoidable stress and lifestyles less than their net worth would warrant and deserve Business Owners need not sell 100% or go Public to extract capital. Many strategies can be used by Business Owners to achieve diversification and liquidity yet retain significant equity ownership and even control in many instances. The right strategy is singularly dependent upon the personal and business goals and objectives of the Owner. Careful assessment is essential.
Business Owner exit strategy planning is an underappreciated opportunity to be proactive and requires advance planning and specific actions to reduce the risks associated with transitions; which risks necessarily impact valuation.
Mid-Market Securities’ seasoned professionals provide education and guidance through the process and are uniquely qualified to help defend values which translates into better pricing, enhanced equity retention and greater likelihood of closing. In all events, the decision is in the sole and absolute discretion of the Business Owner.
Selling to Outside Entities
Sample MMS Liquidity Strategy
Due-Diligence & Preparation
Many Business Owners are inadequately prepared to understand and weigh their opportunities to obtain working capital, growth capital, capital for personal liquidity and diversification, and capital in the course of exit/succession planning. Exit/Succession Planning, Liquidity and Diversification are issues for every Business Owner. No Business Owner wants his/her last act to be locking the door without extracting capital.
Each Business Owner has a personal set of objectives and motives that will drive the Transaction/Financing Process. Mid-Market Securities works with Business Owners to:
Unlock the wealth contained in the Company; reduce risk, improve lifestyle and preserve an ongoing role and equity portion in the Company;
Diversify Business Owners' assets, reducing risk of having “all their eggs in one basket”;
Achieve liquidity to protect against ever-changing market conditions; and
Prepare and implement an appropriate Succession Plan, so that intergenerational transfer proceeds smoothly and the value of the business is preserved and growth prospects enhanced.