This is a New Process to Most Owners

Most owners exit a business once in their lifetime. Planning to sell a business or conducting a family succession is a new experience with many decisions capable of altering the outcome. Merging, selling, a family succession, and closing a business all face unique challenges and a complex series of steps. B&K will evaluate your options and work in collaboration toward the most favorable outcome possible based on your goals.

Time is a Valuable Asset

A longer time-frame increases the probability of a more favorable outcome. Additional time allows an owner to present the most favorable financial results, ensure key-man and non-compete agreements are in place, create a comprehensive tax strategy, and remove themselves from day-to-day operations.

We Can Simplify a Complex Process

Our professionals help you evaluate your options and work in collaboration toward the most favorable outcome possible for the direction you select. We will help you:

  • Identify Expectations from a Sale or Succession
  • Define Key Steps in the Process
  • Establish a Timeline
  • Refine Elements to Increase the Value of the Business
  • Review Management Tasks for Delegation to Other Personnel
  • Implement a Tax Plan; Including Trusts & Estate Plans
  • Coordinate a Post-Exit Investment Strategy

What is Your Best Strategy?

Let us help you assess your options. We have the proven experience to help you meet your goals.