We help you define and execute a customized strategy to liquidate company ownership. Common types of exit strategies include strategic acquisitions, management buy-outs (MBO), and others.
Management buyouts (MBOs) are favored exit strategies for large corporations that wish to pursue the sale of divisions that are not part of their core business, or by private businesses where the owners wish to retire. The financing required for an MBO is often quite substantial and is usually a combination of debt and equity that is derived from the buyers, financiers, and sometimes the seller.
Defined Benefit Plans can help finance a part of your exit.
ESOPs are exclusive retirement benefits for executives at C- and S-corporations, wherein assets are primarily invested in company stock. These plans can facilitate ownership transfer, and they offer unique tax advantages — and often, greater employee satisfaction, motivation and retention.
Private equity buyouts are possible with capital sourced from institutions, companies, and individuals. We help you consider this option thoughtfully and offer you connections to our private equity clients and contacts.
Mergers & strategic acquisitions are types of deals in which two companies combine their assets, and can enable your exit. Our firm brings strategy and discipline to your M&A search and execution process.
Wealth management and estate planning are critical aspects of your overall exit strategy. SEIA’s Private Client Group addresses the greater wealth complexity of clients who entrust SEIA to manage $5 million or more of their assets, including access to exclusive investment solutions, estate planning, philanthropic planning, corporate trustee services, and more.