In addition to financial objectives, these transactions can involve a variety of business and personal considerations:

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  • Retirement planning and transition.
  • Health issues.
  • Management succession issues.
  • Diverging objectives of partners.
  • Objectives to broaden access to markets, technology, production facilities or channels of distribution.
  • Desire for liquidity, to increase asset diversification and to manage risk.
  • Need for capital investment.
  • Risk and opportunities associated with new ventures.
  • Legacy issues, protecting the business franchise, the employees and customers.
  • Industry transition issues.

We have experience with these issues and the often complex and sensitive interplay among them. We assist our clients in considering a range of alternatives and selecting a course to best address their multiple needs. We align our interests with our clients to assist them in achieving their objectives.