Tagged In: Exit Planning

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Four Transactions that Built a New Agency (M&A, Exit Planning, Strategic Consulting)

The founding partner of a Midwest PR agency retained us to structure a plan for his partner to buy him out. The minority partner was eager to acquire controlling interest, but did not have the […]

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From an Inside to an Outside Deal (M&A, Exit Planning)

The founding partners of a well-established Mid-Atlantic branding and design firm asked us to develop a succession plan, hoping to pass the torch to their senior management team. After placing a value on the business, […]

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Surprise—I Want Out! (Exit Planning, Strategic Consulting)

What would you do if one day your partner strolled into your office unannounced, threw down on your desk a legal document prepared by his personal lawyer entitled “Partner Withdrawal Agreement,” and declared he wanted […]

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Raising a Client’s Business Vision (Exit Planning, Strategic Consulting)

A highly successful, 10-year-old consulting business with two majority owners and several minority owners was growing at a rapid pace, doubling its size over the past two years, and is on track to top $25 […]

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Long-Term Planning for Orderly Succession
 (Exit Planning)

The two partners of a successful 25-year architecture firm recognized that, while they had no desire to exit the business in the near future, it would be prudent to begin laying the groundwork for succession—and […]

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Board Room Decision-Making (Exit Planning)

A large Midwest ad agency with a complex ownership structure—consisting of silent partners who were members of the founder’s family—and a number of minority shareholders who comprised the agency’s senior management team and ran the […]

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An Exit/Entrance Plan (Exit Planning)

The founder and equal partner of a top Midwestern PR firm was planning his well-deserved retirement after 40 years in the business and felt confident he was leaving the agency in the good hands of […]

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A Happy ESOP Fable (Exit Planning)

An owner of a business with a highly dedicated staff wanted to exit—and preferred to pass the torch to his management team and employees in recognition of their contribution to the company over the years. […]

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Which Way to the Exit?

Agency owners thinking about selling or succession 
should first know and weigh all their options. No matter what conference you attend in the ad/PR industry, there is invariably buzz at the cocktail hour about the […]

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