Business Transition Services

Finding the right business solution to assist you in the sale or purchase of your company can be a daunting challenge. You require a resource with the knowledge and understanding of current markets and opportunities as well as experience in business transfers. Our business practice has a proven track record for serving privately-owned and publicly-held companies as well as providing individuals with a broad range of such services. Nationally and internationally, EEP&B can help facilitate the sale, purchase or merger of a business. Entrepreneurs are usually quite adept at the day-to-day management needs of running their particular business. Many of them, however, have limited experience with the best method of buying or selling what is often their most significant asset. The seasoned professionals at EEP&B can be a valuable resource in helping assure that business owners reap the fullest rewards of their investment.

Our services include:

  • Identifying and targeting potential buyers
  • Managing the negotiation process
  • Minimizing the tax costs while maximizing the tax benefits of the transaction
  • Performing due diligence investigations
  • Assisting in transaction closings
  • Developing financing alternatives
  • Performing business valuations on all or part of an enterprise
  • Utilizing ESOPs as a transition tool
  • Preparing the sales prospectus which showcases the strengths of a business
  • Designing and implementing a “5 year” plan to assist in the realization of the maximum reward from a business, including:
    • Integrating the transfer of the business with an overall estate and financial plan;
    • Improving or developing a transition management team;
    • Solidifying financial ratios and operating performance to optimize valuations;
    • Conducting a systems review and identifying enhancements to broaden the base of potential acquirers; and
    • Defining and optimizing the realizable value of