退出计划|继任计划|商业交易咨询 -bet9平台游戏

主要联系人:

大卫·C. Brinkman CFA, CPA, CFP
乔治·E. 亚当斯注册会计师，CEPA

施耐德唐斯的离职和继任计划bet9平台游戏涉及多个领域, fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners.

Exit and succession planning is one of the most important strategies you will need to implement throughout the life of your business, 你是准备今天开始还是10年后, 开始讨论永远不会嫌早. 施耐德·唐斯是唯一有资格为您提供创意的人, options and innovative solutions to meet whatever objectives you have in mind.

我们将帮助您解决退出计划中的常见障碍, 解释为什么退出计划是重要的和一个好的商业策略, 帮助评估所有者和业务准备情况, 找出交易杀手，并加以应用价值加速方法论™, along with identifying the solutions that best fit your objectives as well as 理解 the underlying tax, 现金流, 房地产, 事业和家庭考虑. 我们将帮助您解决退出计划中的常见障碍, 解释为什么退出计划是重要的和一个好的商业策略, 帮助评估所有者和业务准备情况, 找出交易杀手.

我们利用价值构建者系统 to provide a Value Builder PREScore that provides you with a good 理解ing of what role your team will play in securing a satisfying exit. 该评估提供了无遗憾退出的4个关键驱动因素. 你可以在下面的链接得到你的分数.

价值构建者系统

Our 离职及继任计划 Advisors are comprised of advisory professionals from five practice units—assurance and tax advisors, 业务咨询, 技术顾问, 企业融资与财富管理——无缝交付, 全面整合的离职和继任解决方案.

下载我们的退出和继任计划bet9平台游戏概述要了解更多或 bet9平台游戏今天开始.

我们的专家包括:

注册出口规划顾问(CEPA)
注册会计师
律师

认可投资信托专业人士
非洲金融共同体
cima

所以你是否不确定下一步该怎么走, 你在找买家吗, 私募股权或公开募股或考虑过渡到家族, 密钥管理, 赠予个人或信托, 或者考虑员工持股计划, 施耐德·唐斯会倾听, 理解, 创建, 管理并全面执行你的离职和继任计划.

订阅我们的价值建设者通讯

解决方案

雇员股票拥有

Consulted with a $125m transportation company with the implementation of an employee stock ownership plan as part of an ownership succession plan, including tax planning for the prior owner and assistance with conversion to an S corporation, 最终导致联邦所得税的显著优惠.

公开发行

Advised original founders / owners of longtime Schneider Downs client in the oilfield services industry on their initial public offering, 包括按照PCAOB标准完成审计. Worked collectively alongside Key Bank Capital (lead manager of the offering)

战略买家

Advised the founders / owners-operators of $40 million manufacturer on their sale to a Fortune-100 company with complementary product lines. 买方的深度管理, sales and administrative infrastructure facilitated an immediate exit for the retiring principal owner and allowed other owners to move on shortly thereafter to focus on a separate high-growth startup.

礼物/信任

从僵局到成功:施耐德唐斯保留了下来, 在与其他顾问共事多年之后, to develop and implement succession plan for a $60M business owned by three (3) brothers. Schneider Downs formulated the plan in 4 months which ties together (i) voting control succession, (ii)房地产流动性, (iii)为未亡配偶提供的资源, (iv)残疾和退休触发因素, (v)关键员工/顾问的参与.

内部销售

Advised the sole owner/founder of an Architecture Design firm to transition ownership to existing management. We worked collectively with the sole owner and management to structure sale over time including 现金流 modeling to ensure sale of shares was economically feasible. This also included pre-sale planning to ensure goals and objectives of transition were achieved.

私人股本

Advised the owners of a 3rd generation distribution and manufacturing firm on a sale of the business to a private equity group. The sale provided an all-cash exit for several family members who were outside of management, allowed one family member to reinvest a portion of his proceeds alongside the buyer and gave senior management a significant equity position in the company

关于Schneider Downs&A、交易咨询bet9平台游戏

The Schneider Downs Transaction Advisory bet9平台游戏 and Corporate Finance Teams provide the strategy, guidance and services organizations need to 创建 value through all stages of a transaction, 包括尽职调查和收益质量, 兼并与收购, 离职和继任计划, 融资和公司融资.

访问我们的 M&A、交易咨询bet9平台游戏呼叫或联系团队直接在 (电子邮件保护).

Schneider Downs Corporate Finance, LP是一家注册经纪商/交易商. 成员美国金融业监管局/SIPC.

我们对

退出和继任计划-下一步的挑战

Learn more about the potential challenges surrounding 离职及继任计划 under Biden's Administration Federal Tax Proposals specific to Capital Gains Tax Rate, 礼品和遗产资产转让和PPP.

意向书?

Read more about what could be included in a letter of intent and how it can be a beneficial tool in 房地产 planning.

个人财务计划在离职计划中的重要性

Better 理解 successfully ensuring a bright financial future during Exit Planning while considering your personal financial plan.

你，你的退出计划和你的选择

在计划退出业务时，了解更多关于您的选择.

在业务继承过程中成功过渡重要流程

当准备退出他们的业务时, many owners will need to hand off the tasks for which they have always been responsible. 这是与生俱来的

评估企业的关键价值指标

Learn about the key-value indicators essential when evaluating a business including customer relationships.

公司滚动权益-尽早并经常让你的注册会计师参与进来

Learn more about structure considerations to make when selling your closely held or family-owned business.

你的PPP贷款会影响你的企业出售吗?

Learn how PPP loan support may affect the sale of your business and what loan agreement provisions are included.

遗产规划作为您企业继承计划的工具

The year 2020 has been mired with uncertainty and unprecedented strife for many. 当我们回顾过去的六个月并为下一个月做准备时，现在可能

润滑滑轨:卖方尽职调查

考虑出售公司? Some reasons to consider sell-side due diligence After many years of hard work and dedication, 你已经做了决定

COVID-19和世界&市场:交易量和价值

了解更多关于M的当前状态&A自美国以来的市场.S. 由于COVID-19，经济关闭.

在销售交易中期待什么

Once they decide to move forward, many owners plow straight in and starting looking for a buyer. 好主意，但不要那么快. 慢下来. 想想你的

关于Schneider Downs&A、交易咨询bet9平台游戏

访问我们的 M&A、交易咨询bet9平台游戏呼叫或联系团队直接在 (电子邮件保护).

Schneider Downs Corporate Finance, LP是一家注册经纪商/交易商. 成员美国金融业监管局/SIPC.