Ownership Value LLC

ownership value is a business value growth and exit plan (m&a;) company. we work with privately held business owners to help them benefit from their life’s work. we do this by taking the long approach: let’s build business value, incorporate systems and, when the timing is right, sell your business – either to a 3rd party (m&a;) or to an insider (a child, key employee or management team). our areas of expertise encompass value creation, the customer acquisition process, ownership planning and exit planning. we have recently helped our clients work though: • distribution of excess cash • techniques to protect business value and wealth • stock (equity) based incentive plans • college planning for business owners (different than the 529 plan) • cash bonus plan • retention of a partial ownership interest • insider transfer tax plan and illustration • building business value through a customer-centric focus • tax saving techniques • developing and motivating a management team to learn more