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. 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 and Mergers & Acquisition professionals to execute transactions and advise them throughout the process.
Equity Strategies Group supports financial advisors to design and execute the best exit path for their clients. We do this by following a proven step-by-step process that includes preparation of a complimentary "Marketability Assessment" to help clients understand their Business Valuation range, recommendations to help enhance the value of the business, the anticipated sales cycle and an overview of the Mergers & Acquisitions process.
Beyond the creation of a Marketability Assessment, we offer an integrated platform of services* for multiple business transfer options:
- Sale of business ($10 mil min.)
- Equity recapitalizations
- Mergers & Acquisitions
- Raising capital for growth and expansion
- Management Buy-Outs
- Employee Stock Ownership Plans (ESOPs)
* Provided by third party resources.