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Value Enhancement & Growth

ENHANCING & PROTECTING THE VALUE OF YOUR BUSINESS

Our advisors will work with you throughout to create a plan for maximizing value, minimizing taxes, and increasing your company’s salability – while mitigating risk.

CAPTURING VALUE THROUGH A PRE-TRANSITION ASSESSMENT

Having a well-constructed plan supports your growth projections and puts your business in the best position to deal with buyers.

Our business succession planning experts can help identify and refine growth strategies, uncover and mitigate risk factors, and ascertain opportunities in new or current markets. Sikich advisors can also aid in finding partnerships, merger opportunities or potential acquisition candidates. In addition, our expert tax advisors can implement effective tax strategies to secure more money from your business.

Sikich advisors can guide you through the process of preparing your company for sale, and consequently, will help to capture the most value for your enterprise.

Our assessment process includes a personalized review of your situation and provides recommendations for a comprehensive action plan for business succession and personal wealth.
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Before you begin, we will listen to what your goals are, assess what your business is worth, and discuss the advanced planning and timing needed to grow and capture maximum enterprise value.

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Insuring that the outcome is aligned with your goals, our certified specialists can assist with advanced financial planning, investment and risk management, and asset protection.

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Our advisors will work with you throughout the process to create and implement a plan for maximizing value, minimizing taxes, and increasing your company’s salability.

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Exploration, analysis, and implementation of the pros and cons of various transition options, and how well these match up with both your financial and non-financial goals.

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PROTECTING THE VALUE OF YOUR BUSINESS

Once you have a clear picture of what your business is worth, you can begin to look at areas for value enhancement and protection, including:

  • Personal Factors
  • Operational Improvement
  • Industry/Market Factors
  • Legal/Regulatory Demands
  • Financial Details
  • Risk Factors
  • Technology and Security
  • Management Team and Key
  • Employee Planning

MINIMIZING TAX IMPLICATIONS

Depending upon whether you are looking to retire and transition your business in two years, five years, or more, there are many changes and allocations we can make to maximize your money through tax minimization. Simply put, a solid tax strategy will result in more money to help fund your retirement, or next business venture. Sikich’s impressive team of specialized tax experts can help strategize to allocate both business (transactional) and personal (estate, charitable giving, etc.) components tax efficiently.

HOW PREPARED ARE YOU TO SELL YOUR BUSINESS?

If and when it’s needed