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Planning and Managing Ownership Transitions

Managing an ownership transition so that your key people can stay and succeed within the new structure has never been more important. Edwards Management Group offers expert analysis and advice to make your firm's ownership transition as beneficial as possible to all parties involved. We understand the sensitive and complicated issues involved in ownership transitions. We facilitate the process to assist you in:

  • Ownership transition methods and options
  • Planning ownership transition objectives
  • Analyzing financial feasibility--development of financial models
  • Preliminary firm valuation
  • Planning management and leadership transition
  • Incentive and accrued compensation programs
  • Merger and acquisition analysis
  • Management and strategic planning