The document discusses various exit strategy options for sole owners and partners of design and construction businesses looking to retire. It covers internal transition options like direct stock purchases, employee stock ownership plans, and leveraged recapitalizations. It also discusses the current merger and acquisition environment and considerations for externally selling one's firm. Owners are encouraged to understand their motivations, prepare financially and organizationally, and seek expert guidance to navigate ownership transitions.
1. managing the business of design & construction It’s Lonely at the Top Exit Strategy Alternatives for Sole Owners and Partners Presented by: Steve Gido, CFA and Michael O’Brien, ASA ZweigWhite Financial Advisory Services Boston 321 Commonwealth Road Suite 101 Wayland, MA 01778 1-508-651-1559 Washington, DC 1001 19th Street, North Suite 1200 Arlington, VA 20009 1-202-965-3390 Chicago IBM Plaza 330 N. Wabash, Suite 3201 Chicago, IL 60611 1-312-628-5870
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19. Sell Down or Sell Out? Key Differences between an Internal Transition and External Sale: Visit us at www.zweigwhite.com
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23. Getting Going – Typical Firm Sale Process Illustrative Sale Process Visit us at www.zweigwhite.com
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