Management Design

Working closely with firm owners, we assist our clients in the ownership transition and expansion process by facilitating ownership transfer decision-making, developing firm-specific strategies and action plans, and by implementing comprehensive ownership transition programs. Through a series of discussions and interviews with firm leaders, we establish ownership expansion objectives, clarify leadership and personal goals, establish strategies for expanding ownership and leadership, and agree on ownership transfer requirements. Specific services include:
  • Strategic Planning for Ownership Expansion
  • Leadership Transition
  • Ownership Expansion Options and Approaches
  • Merger and Acquisition Analysis
  • Financing Options
  • Firm Valuation
  • Share Offering Documentation
  • Leadership Development Programs