As the saying goes, "if you fail to plan, you plan to fail" holds particularly true when it comes to transitioning from your business. More than a price and much more than a transaction, Exit Planning is better defined as Legacy Planning as every business owner will eventually leave their business, either voluntarily or involuntarily. How you leave, however, is up to you.
Following a proven methodology developed by the Exit Planning Institute (EPI), an exit plan evaluates all the issues associated with legacy planning such as buy-sell agreements, contingency planning, valuation, de-risking the business to improve buyer appeal, tax planning, wealth management strategies, estate planning, life after business assessments and much more. The ultimate goal in developing an Exit Plan is to position the business to be the best it can be for the next generation of owners. This, combined with a personal evaluation and planning, encompasses the holistic approach employed by The Leland Group.
Buying or selling a business is an exceptionally complicated exercise that requires not only a disciplined approach, but experience! Young firms with slick marketing campaigns looking for big commissions that ignore all facets of exit planning lack the experience and depth to look beyond a deal. Overconfident large firms who bring in the big guns to sign the deal, but then turnover the real work to interns and associates straight out of college often do not have your best interests in mind. Slick seminars staged to heighten your emotions that are designed to open up your wallet for big down payments are well documented to be money makers for the presenting firms, but promise much and deliver little. Challenging this trend, The Leland Group is a small firm that provides exceptional service to a select group of clients.
For most business owners, the value of their business represents between 80 and 90% of their total net worth. Does it not make sense to evaluate and implement a strategy that ensures you have considered all the factors associated with a business transition?
So, whether you are the owner who is certain you have done your planning and are ready to transition out of your business, or you are the owner who wants to learn more about the value drivers of your business and what other essential components you need to consider before pulling the trigger, The Leland Group can help. 20+ years and advising thousands of business owners have prepared us to be your most trusted advisor.
M&A firm with 20 years of dedication
It is more than academics. Completing a successful transaction requires a M&A professional who has real world experience of running and operating a business. Understanding the dynamics that play between value, key employees, family members, and a founder’s love/hate relationship with their business provides a framework to accomplish a successful transaction.
We believe that each successful transaction we manage represents more than financial gain. Our founding team has experienced the transaction process from all perspectives; as owners, operators, investors and bankers all while working within the middle market. This personal shared experience, allows for our team to lever a critical understanding of the business owner’s perspective in every transaction we manage.
To deliver the best quality service to each client, our team only works on a modest engagement volume at any given point in time. Rather than turn your transaction over to an analyst or associate team, our principals manage all mission critical elements of the transaction, soup to nuts. We believe this leads to higher close rates, increased client satisfaction and a more personal approach to a very personal transaction.
M&A consulting services – the LGI difference
- Proven ability to close with a 20 year track record
- White glove service provided by Managing Directors on every client engagement
- Selective in client engagement volume to allow for the highest level of delivered value and optimum close rates
To create a truly value added transaction we believe we must be 100% aligned with our clients as a true deal partner. Because of this, we limit our engagement counts to ensure that each LGI client has a truly best in class experience.