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Changed by Your Exit. But Not Destabilized by It.
Exiting a homebuilding or general contracting business you spent decades building can be complicated in ways that often don't reveal themselves until after closing. Worst case: your buyer stumbles, payments stop, and you find yourself back at work. Has been happening a
lot recently. Deal structures that looked airtight at signing have a way of developing leaks when the founder walks out the door and with him goes operational expertise and financial discipline. We plan successions that ensure your company stays healthy post-closing, until you've received your final check.
CONSTRUCTION CFOS, CONTROLLERS & BOOKRUNNERS
PROJECT MANAGEMENT SOFTWARE EXPERTS
SUCCESSION ADVISORS
CAPITAL-RAISING RAINMAKERS
PEER GROUP FACILITATORS
We Design Thoughtfully-Structured Succession Plans.
Your Buyer Succeeds. You Get Paid in Full. Everyone Wins.
KNOW WHAT YOUR
BUSINESS IS WORTH BEFORE
YOU COMMIT TO AN APPROACH
Not sure what your business is worth? You're not alone. Best practice is to start with a realistic value analysis. Particularly if considering an ESOP (ESOP valuations are done by independent appraisers who are there to protect the plan, not maximize your proceeds - which often results in a number that lands low). We'll help you understand what your business is worth assuming different sales approaches, comparing each approach against the others. You deserve the full picture. We'll make sure you have it.
CHOOSE THE VEHICLE
THAT'S RIGHT FOR YOU
AND FOR THE BUSINESS
Not sure which exit path is right for you? There are more options than most owners realize — and more implications to each than most advisors will tell you upfront. Third-party sales, ESOPs, key employee buyouts, seller financing, family transfers . . . each comes with its own tax treatment, timeline, and risk profile. We'll walk you through each option honestly, help you identify the one that fits your goals and your buyer, and structure the deal in a way you can feel good about. You decide where you're headed. We'll help you get there cleanly.
PLAN FOR THE
VOID YOUR EXIT WILL
LEAVE BEHIND
Worried about what happens to the business when you walk out the door? You should be — and so should your buyer. The single most common reason seller-financed deals go sideways isn't market conditions or bad luck. It's the operational and cultural void left when the founder leaves. We'll help you assess your business's readiness for your exit, identify gaps in leadership and systems before a buyer does, and build the infrastructure that allows the business to run well without you. You leave. The business stays strong.
MAKE SURE THE BUSINESS
SUCCEEDS POST-CLOSING AND
THAT YOU GET PAID IN FULL
Worried about getting past a closing and then not getting paid? It happens more than you think. Seller-financed deals and employee buyouts are only as good as the buyer's ability to run the business profitably once you're gone. That's where we come in. We'll stay involved after closing, serving as the company's fractional CFO in a role you stipulate as a condition of sale — keeping the books clean, the margins healthy, and the payments on time. You enjoy your exit. We'll make sure the checks keep coming.
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