Business owners desiring help through the process of transitioning ownership to family members or third parties can depend upon our experience and expertise in planning for successful succession and transition. Small businesses often obtain the services of a business broker, or larger businesses with investment banking firms. Sometimes this is the best option with or without the assistance of a trusted advisor. We evaluate each situation on a case by case basis and recommend the best options to consider and, if appropriate, recommend the services of a competent firm or professionals to perform valuations, legal services, or to solicit offers. Level Ten specializes in helping the owner to optimize his or her enterprise’s value in advance of transitioning ownership.
In situations where succession will be to family members, we help point out areas where upgrading best practices in operations and administration can optimize and better manage business risks.