WRITING THE NEXT CHAPTER OF YOUR STORY.
OWNERSHIP TRANSITION PLANNING
Footprint Capital’s approach to ownership transition planning enables an owner to determine the best course of action to meet his or her specific business, financial, and personal objectives. These objectives help us to drive an action plan, identify potential exit options, and craft an overall strategy. From our experience, timing is one factor that some owners do not prioritize enough during succession planning or exit planning.
With Footprint’s guidance, our clients can prepare in advance to align personal timing and business timing with market conditions to yield the best result. Regardless of the market, we collaborate with other subject matter experts to ensure a client receives proper wealth, tax, and estate planning advice. This advice paves the way to maximizing value, reducing risk, and securing the most net proceeds.
- Alignment of Business, Personal, and Financial Goals
- Owner Readiness
- Business Valuation
- Succession Planning
- Strategic Planning
- Due Diligence Preparedness
- Understanding and Assessing Alternatives
- Identify Value Enhancement Opportunities
- De-risking Initiatives
- Organic and Strategic Growth Consulting
- Increase Transferable Enterprise Value
- Execution in Operational Excellence
- Systems and Process Analysis
- Profit Enrichment