Unlocking Wealth

Creating personal liquidity for you and your family

Relevant for your business if:

  • You want to take money out of your company
  • You are planning for succession

Do you want to take some capital out of your business? Sell it entirely? Perhaps it's time to begin to transition ownership to family or management, or just diversify your personal assets by recouping shareholder investments? Whatever your vision, it is possible to strike the right balance between value in your business, and in personal wealth.

Succession

Case Study

  • Leverage the value of the company
  • Multiple financing solutions for maximum flexibility
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Repay Shareholders

Case Study

  • Leverage assets to minimize financing costs
  • Flexible payment terms to minimize impact on cash flow
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Selling Your Business

Case Study

  • Tailor a transition that makes sense for you
  • Convert business equity into personal liquidity
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