Corporate SET Planning

The corporate Success Exit Transition planning program is a road map that guides current ownership on the five major components of the business enterprise.  These components include risk management, financing, real estate, merger acquisition and legacy planning.  The SET program works in part of an inter-disciplinary team of advisors and embraces your current advisor relationships.  The SET advisory program is available only as a quarterly planning fee program.

Individual Component Services

Commercial Financing (Capital, Equity, Debt)

There is often a need for funding during growth or challenging times. Financing can be secured from our many sources.

• Conventional Lending / Asset Based Lending 

• SBA Financing

• Inventory Line of Credits

• AR Factoring

• Equipment Financing

• Alternative/Creative Financing

• Private Equity Groups

• Partnerships

Commercial Real Estate Brokerage

• Sale Leaseback Strategies

·    Corporate Expansion Relocation 

 Merger & Acquisition Advisors, Business Brokerage

Selling, Merging or Acquiring a business requires comprehensive market analysis, extensive industry data & expertise.

• Business Valuations, Formal or Opinion of Value

• Professional Seller Marketing, Representation and Negotiations

• Business Succession Exit strategy planning

• Wealth Transfer Strategies

• Acquisition Search programs

Corporate Risk Management Insurance

Business Ownership and management are typically not adequately prepared for a short term or long term interruption to the business operations. To leverage your risk with Insurance is the best protection.

• Key Person Life & Disability Insurance
• SBA Life Insurance requirements
• Buy - Sell Agreement consulting
• Estate Planning

Management Buy Out (MBO).  Member Advisory Team to assist in the acquisition of employers divested division of a larger corporation.

Employee Stock Ownership Plan (ESOP). Member Advisory Team to assist owners and employee group determining the viability, implementation and financing of ESOP as a business exit sales strategy.

Family Limited Partnership with ESOP (FLSOP).  Member Advisory Team to assist in one of the best programs available to pass your business to the next generation.