Our virtual buyout program can be an ideal exit strategy for owners who would like to retire but would prefer not to sell their business.
With our virtual buyout program, ownership and all major decisions remain under the owner’s control. We partner with them, handling ongoing operations, overseeing the managerial succession, and serving as an ongoing outsourced CFO.
Financially, owners can expect a slightly lower upfront payment, but much greater total proceeds over the mid- to long-term, because they will continue to collect dividends from the business as usual, rather than having to reinvest their sales proceeds in stocks, bonds, or other financial instruments.
Once the owner has received the cumulative value specified in the buyout agreement, we become a minority owner of the company. However, our client partners will continue to receive a stream of dividends.