Most companies are ill prepared and/or are not well positioned for a transaction. This tends to result in lower valuations, less attractive structures, fewer bidders and sometimes failed transactions.


Following a structured process can have a substantial impact on a company’s value.


All businesses should begin with the end in mind. You may be a young company, but actions taken in the early stages can have a significant impact on the success of a transition down the road.


At some point, you’ll begin to realize that an exit is not that far away. Perhaps it’s 5 to 10 years away, but the implementation and attention to key value drivers at this stage is critical.


As you approach a point where exiting is closer on the horizon, developing a well thought out exit plan and financial plan will be critical for you and your family’s future.


The transition process can be stressful, emotional and complicated. Working with the right financial advisor who will help you assemble a team of professionals and help you manage the process is critical to the success of the transition.

Homer Smith | 3010 Harborview Drive, Suite 202, Gig Harbor, WA 98335 | (253) 236-7000

David Stuehling | 2754 NW Crossing Drive, Suite 204, Bend, OR 97703 | (541) 210-5600 

 Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.