What brings you here today?
Planning an Ownership Transition?
Passing a business to family, partners or your management team raises questions a third-party sale doesn’t. A fair, well-supported value and a thoughtful structure help protect both the business and the relationships.
Questions Owners Ask Us
When the buyer is someone you know.
Internal transitions carry personal stakes on both sides of the table. Getting the value and the structure right helps everyone move forward with confidence.
“What’s a fair price when the buyer is family or a partner?”
“How do we treat everyone fairly?”
“How can the next owners afford to buy me out?”
“What does our buy-sell agreement actually require?”
How it Works
A thoughtful plan for passing the business on.
01
Clarify your goals
We start with your timing, income needs and what you want for the business and its people.
02
Establish value
We prepare an independent value that everyone involved can rely on.
03
Evaluate structures
We compare ways to make the transfer work, such as staged buyouts, seller financing and ESOPs.
04
Coordinate with your advisors
We work alongside your attorney, CPA and financial advisor to put the plan in place.
What You Come Away With
Fair to you, workable for them.
An independent value
A well-supported number that all parties can trust, which takes the guesswork out of a sensitive conversation.
Structure options, compared
How each approach affects your proceeds, your timing and the next owners’ ability to succeed.
A coordinated plan
A clear path forward that works with the rest of your financial and estate planning.
Led By
Cornerstone Valuation provides the independent value that anchors the transition, and Windward Advisors helps structure and negotiate the transfer.
Related Situations
Where owners often go next.
I want to know what my business is worth
An independent valuation that shows what your company is worth today, and why.
I need an independent valuation
Credible, defensible valuations for planning, legal, tax and reporting needs.
I want to grow enterprise value
Identify the drivers that build value and the risks that hold it back.
Let’s Talk
Pass It On With Confidence.
We’ll help you find a value and a structure that’s fair to you and workable for the next owners.
Confidential
Your information is always protected.
No Obligation
An open conversation with no pressure.
Focused on You
Guidance tailored to your goals and situation.
Mergers, acquisitions and business valuation for middle-market business owners.