Transition Planning Services

ESI Equity Transition Planning Services

The one certainty in business is that things are going to change. Planning for the future is just plain good business. Whether your dream is to turn your efforts over to someone else, to sell to your employees, or to get the best possible price when you look for a buyer, ESI Equity can help.

Often, opportunities – or emergencies – arise when you least expect them. Having a plan in place helps you negotiate from a position of strength. ESI provides objective, practical insights on successful transition. It’s our goal to help owners understand their options in this important decision.

ESI Equity transition planning services photo.

Transition Planning takes into consideration:

  • Financial planning
  • Tax consequences
  • Succession management
  • Fairness concerns
  • Legacy issues
  • Timing of desired exit

Your options for succession may include:

  • Ownership or management transition to family members
  • Passing ownership or part ownership to company managers
  • Selling all or part of the company to an Employee Stock Ownership Plan
  • Selling the company to an outside investor
  • Listing the company with a business broker
  • Taking the company public
  • Terminating operations and liquidating company assets

We engaged ESI for a recent acquisition, and based on their recommendations we were able to negotiate a successful deal. We consider them a valued business partner and will use their services in the future.

ESI Client, Healthcare Industry