Center for Private Business Owners
At midyear, private business owners often take time to assess what comes next. Whether they plan to transition the business to family members, explore a sale or simply strengthen their company’s long-term value, preparation is key.
In this issue, we examine three important strategies for creating and preserving value throughout the business life cycle. You’ll learn how thoughtful succession planning can support successful intra-family transitions, how to determine whether your company is truly sale- or ESOP-ready and what owners should consider when approached by potential acquirers. While every owner’s path is unique, proactive planning, strong leadership development and financial preparedness remain the common foundations of a successful transition and enduring legacy.
Articles
- The Private Business Owner’s Quick Guide to Creating Value for an Intra-Family Succession Transition
- Is Your Company Sale or ESOP Ready?
- 10 Considerations for Maximizing Value in Negotiated M&A Transactions
Book Club
Contact Us
We offer a broad scope of services designed specifically for private business owners. We invite you to learn more by visiting the Center for Private Business Owners on our website.
Please also let us know about specific topics you would like us to cover in future issues of Successful Transitions by contacting either of us directly:
Stephen Prostano, CPA, JD, LLM
Partner-in-Charge, Center for Private Business Owners
PKF O’Connor Davies Family Office
sprostano@pkfod.com | 914.421.5615
Cynthia Adams Harrison, Ed. D., LICSW
Managing Director, Center for Private Business Owners
PKF O’Connor Davies Advisory Services
charrison@pkfod.com | 914.575.2744