Finding the Source of Business Inspiration
We clarify your business differentiators, the drivers that inspire your employees and your operations, defining implicit values to increase business value.
Business Growth and Value Strategies
Transition and Succession Planning
Meeting Business, Personal and Family Goals
Do you have a continuity and succession plan in place, in the event of your absence? We design personalized strategies that effectively transfer your business in the most profitable, tax efficient and least disruptive manner, to meet your unique goals and obligations.
From transitions to relatives, internal management buyouts, strategic financial sale or employee stock ownership plans (ESOPs), our transition plans can:
Assure the ongoing concern of your business in the event of calamity
Formulate strategies for the efficient transfer of a family businesses to family members
Incorporate teams to minimize disruptions and facilitate effective ownership transitions
Create and compare optimal ownership transfer scenarios
Provide corporate ESOP comparisons, feasibility studies and general ESOP value ranges
Merger & Acquisition Consulting
We help simplify the M&A process with disciplined focus at every stage. Retaining M&A advisors early in the process creates unique advantages for owners. Engaging the right advisers provides opportunities to receive higher acquisition values or raise more capital with minimal operational disruptions.
While we may not directly handle every aspect of the process, we coordinate expertise to ensure that everything gets done. In engaging ROI Cubed for mergers and acquisitions, we can:
If it’s time to sell your business or grow through acquisition, contact our team of M&A specialists for a consultation.
Family Business M&A Dynamics
The intense relational dynamics of family-owned businesses can complicate transactions. We serve as an objective third-party to mitigate stress and maximize outcomes. Our shared goal is increasing the returns on your investment, expediting the M&A process, collaborating with associated professionals and continually focusing on the profitability of your business.
Employee Stock Ownership Plans (ESOPS)
In the coming decade, as you and other accomplished business owners look to transfer enterprise ownership, you can consider selling to private equity or investors, transferring ownership to family or closing up shop.
Employee Stock Ownership Plans (ESOPs) provide an additional option to preserve the legacy you’ve built, placing ownership into the hands of the employees who have worked hard to build your enterprise with you. ESOPs provide distinct competitive advantages but they do not come without potential pitfalls. There are many common misconceptions around ESOPs. Before deciding whether an ESOP is the best way for you to exit your business, let’s clarify the opportunities and mitigate your concerns.
An ESOP is more than a retirement plan or exit strategy. From a business optimization standpoint, Employee Stock Ownership Plans serve to enhance performance and improve retention of key employees, contributing to the sustained longevity of your operation. The advantages and benefits of ESOPs for business owners, employees and the community are numerous. Allocating shares of company stock to employees motivates success and in many cases requires little or no out-of-pocket contributions from these employees.
The sale of your business might best be served by selling to a competitor or private equity investor. An ESOP, however, might be the optimal solution.