A successful deal requires well-defined strategy and extensive business acumen.
Whether preparing to sell your business or considering acquisition options, the process may present pitfalls for the unwary business owner. Sellers must make critical decisions about timing, valuation and potential acquirers. Buyers must meet the challenge of demonstrating increased shareholder value, despite the potential difficulty of quantifying that value.
Our team regularly guides clients through related issues across a myriad of industries, developing transaction options and evaluating value and risk for each opportunity. We function as an objective partner, creating a corporate strategy for success, not one that is simply deal-driven.
For buy-side transactions, we help owners achieve their growth objectives and gain competitive advantage through strategic acquisitions. Whether it’s an ongoing, long-term strategy for targeted acquisitions or a one-off deal for a single company acquisition, our team leverages decades of experience to the benefit of our client.
For sell-side transactions, we help investors target and close deals with maximum return by pre-qualifying buyers, determining the optimal exit strategy and taking the appropriate measure to adequately and thoroughly prepare for exit.
Generation Ownership Transfers. Because our team’s expertise is focused for counseling private, closely held companies, oftentimes, our clients are owners of family businesses. Transitioning between generations can present both personal and professional challenges. Many families don’t speak candidly about their concerns and expectations, and thus, few companies successfully complete multi-generation leadership transfers. Preparing for the future of a family business requires candid communication and proactive and strategic planning.
We have a deep understanding of the issues and challenges surrounding the ownership of family businesses. We respect the sensitivity of the transfer process and take the time to listen to each family member involved. In addition to creating a strategic succession plan, our team frequently works with other family professionals (legal, tax, insurance, etc.) to ensure that our clients have a comprehensive plan for transition.
Learn More About Our Exit/Succession Planning Services
Constant Aviation Expands Footprint with Acquisition of BSA Client
CLEVELAND, OHIO — Constant Aviation, offering full-service maintenance, repair and overhaul with a nationwide network, announced the completion of its acquisition of StarPort, a full-service MRO and FBO based in Sanford, FL (KSFB). Butler Snow Advisory Services represented Starport in the transaction. Stephen Maiden, President and CEO of Constant Aviation, said, “The acquisition of StarPort provides […]
Rick Gernert Joins Butler Snow Advisory Services
Butler Snow Advisory Services (BSA) is pleased to announce that Rick Gernert has joined as principal in their Nashville office. He brings more than 30 years of experience in the financial services industry. “Rick will bring a wealth of experience to Butler Snow Advisory,” said Matt Thornton, President and CEO of BSA. “We are thrilled about […]
Funding the Future: Options for Financing Growth
When pitted against other states in the union, it’s often said that Mississippi scrapes the bottom of the barrel (or ranks at the top of a not-so-flattering list). Often overlooked, however, are conditions that can contribute overall to a favorable business climate: a strategic geographic location, tax-exempt financing programs and the nation’s lowest cost of […]
There’s a Perfect Storm Approaching for Exiting Business Owners
On January 1, 2011 about 8,000 Baby Boomers (people born between 1946 – 1964) turned 65 years of age. Every day for the next 18 years, others will turn 65 at the same rate. While many may know about this trend, a lesser known fact is that, according to the US Census Bureau, 70% of […]