Planning for the eventual transfer of your business should begin far in advance of the actual transfer date. Businesses may be transferred to family members, partners, employees, or family partnerships.
Since the timing of transfer depends on your personal goals, business performance, tax implications, and other variables, we recommend that you create a strategic plan as soon as possible that encompasses the many issues in a business transfer. The Business Owners Network can assess your financial needs, goals, and resources to determine the optimum timing and method of transferring your business.
The Business Owners Network provides capital sourcing opportunities that include private equity groups, offshore sovereign funds, IPOs, venture capital funds, and merchant banking sources.
We have the experience and knowledge in each of these capital formation areas to identify the most suitable source for your needs and business structure.
Financial Performance Management
Financial performance management requires performance objectives, including profitability benchmarks, liquidity, solvency, and asset use efficiency. We look at financial performance trends and identify opportunities for improving your company’s financial capabilities.
Mergers, Acquisitions, and Divestitures
Depending on your company’s needs, goals, and total resources, you may want to merge with or acquire another business; you may also want to divest a part of your company to raise capital and improve financial performance. We can help you identify the most effective strategy to improve financial performance, accelerate growth, or take cash out of your business.
For all profitable firms Federal income tax can be a major expense item. We look for tax shields that can reduce your federal income tax and increase after-tax cash flow. Changing your company’s capital structure, adopting qualified plans, and executive non-qualified deferred compensation are just a few of the strategies that can reduce taxes.