Equity Strategies Group helps the owners of privately-held businesses plan for and implement a successful exit strategy. For most business owners, this is a once-in-a-lifetime event and one of the most important decisions they will ever make. An Exit Strategy represents both the legacy and the reward for what the business owner has built. Our goal is to make sure that business owners navigate the terrain successfully by helping them understand their Exit options, preparing them for the Exit Planning process, connecting them with our Investment Banking, Mergers & Acquisitions or other experienced professionals, and advising them throughout the process.
With a long history in financial services, the acquisition and sale of businesses, wealth accumulation and preservation, and tax planning solutions, Equity Strategies Group works with both business owners and their financial advisors to chart the best path for success. We do this by following a proven step-by-step process that includes a Marketability Assessment to help our clients understand where they stand. We provide a Business Valuation range, recommendations to help enhance the value of the business, the anticipated sales cycle, comparable sales within the industry and an overview of the Mergers & Acquisitions process.
Beyond the creation of a Marketability Assessments, we offer an integrated platform of services* for multiple business transfer options:
- Sale of business
- Equity recapitalizations
- Mergers & Acquisitions
- Raising capital for growth and expansion
- Management Buy-Outs
- Employee Stock Ownership Plans (ESOPs)
* Provided by third party resources.