Business Transition Advisory Services
Strategic planning to transition your business and avoid succession regrets
Strategic planning to transition your business and avoid succession regrets
We are passionate about working with business owners to create value and transition with success. From our experience in M&A, Private Equity, and as a former CEO with an exit, we understand the complexities of the process and have an appreciation for the emotional nature of these decisions. Additionally our designations as a Certified Mergers & Acquisitions Advisor and Value Builder Advisor make us uniquely positioned to help you achieve the clarity you need to develop a roadmap forward.
Strategic Business Transition Planning
From creating value to letting go
Are you focused only on what is in front of you today? 100% of business owners will leave their company one day, but few have prepared. Whether you’re interested in selling to a third party, or passing to the next generation, Strategic Business Transition Planning will help you see your business through a different lens from value building to succession. When time is on your side, you have more time to create more valuable exit options. Together we will develop a business and personal transition plan to achieve a successful exit in the future with no regrets.
What will this company look like 3 to 10 years from now? What does it take to grow the business? Someday if I exit, pass it on, or get bought out, I will have those pieces in play. The process turns the little light bulbs on. Now I think it's time to quantify and make us more sophisticated. It’s time to do the work.
Founder/President, Manufacturing Company
Growth Planning
Augment your growth plan with acquisitions
My family business has identified a business that would complement our business nicely. I am working with Laurie as a 3rd party to look at the situation to help the buyer gain confidence in our offer and make this deal happen.
CEO, Distribution Company
Thinking about growing your company through an acquisition? In partnership with Stony Hill Advisors, we provide the M&A guidance and expertise to drive the process– enabling you to stay focused on running your business. We partner with you to develop target acquisition strategies, structure offers, and support negotiations. Collaborating with your deal team advisors, we will quarterback your transaction to completion.
Pre-M&A
Maximize your selling potential with a sell-ready business
If you’re ready-to-sell, how can you be sure your business is sell-ready? Selling your business is one of the most important transactions of your life. It’s an intensive undertaking that requires the right team of advisors to guarantee success. We’ll work with you to articulate what makes your business transferable and valuable to potential buyers. From our M&A transaction experience, we are familiar with the due diligence process. You’ll avoid unnecessary delays by knowing what information will be requested by buyers. Get peace of mind that you’re prepared headed into a sale process.
You may sell three or four houses in your lifetime. You’re probably selling your business once, and it’s the most valuable asset you have– especially if it’s the end of your career and you’re selling to retire. You want to get the best advice and get the best offer you can.
Paul Visokey, President, Stony Hill Advisors
SHERPA Framework
Process To Maximize Value and Transition On Your Terms
Our S-H-E-R-P-A Framework provides a structured approach to achieve a successful and smooth transition on your terms and timeline.
Ensure all critical aspects are addressed and navigate the complex process of transitioning or exiting your business.
Don’t leave your exit to chance. Buyers buy on their time. Will you be ready?
Laurie Barkman
The Business Transition Sherpa
The Business Transition Handbook
Avoid succession pitfalls and create valuable exit options
Consider this: 100 percent of owners will leave their business one day. But few are prepared. Are you? Read The Business Transition Handbook to master the mindset, strategies, and tactics you need to unlock your financial freedom in your exit.
This book is a master class in how to proactively approach business transition. Laurie’s straight talk, illustrative stories, and clear insights will motivate you to take the next step in your personal and business journey to prepare for the next phase of your life.
John Warrillow, best-selling author of The Built to Sell trilogy, and founder of The Value Builder System™