A Story of Partnership

Our client received an unsolicited inquiry from a Fortune 500 company about the possibility of being acquired. They came to us both excited about the opportunity and unsure about how to value their business. Working together with our client, legal counsel and valuation experts the transaction was completed with 60 days for a value nearly 4X the original estimate of the clients resulting in a $9.5MM transaction



The Opportunity:

A decade of personal sacrifice and work leading to capturing the American Dream – achieving success prosperity through hard work, determination and initiative. Together our team of advisors and professionals handled the details and limitations in selling a closely held business to create wealth that will transcend generations.

Transformations:

Using our experience in the life cycle of a closely-held business from startup to sale, TCWM led a team of professionals to maximize the benefits of the sale transaction while limiting taxes and providing for the family’s financial future. Our process included:

• Using a valuation specialist to maximize the sales price.
• Created additional sales compensation through negotiating for stock options to incentivize the acquiring company to retain the sellers for the entire time of their employment contracts.
• Worked with the client’s CPA and legal counsel to employ all available income tax and estate tax strategies.
• Developed and implemented a financial plan to create income and insure against future unforeseen circumstances.

Synopsis:

Selling the family business was exciting and remorseful for our client. The planning that we created for their future unfortunately became real all too soon. Within five years of the sale, the husband died. While emotionally devastating for the family, the planning, insuring and investment management plan allowed the family to continue their lifestyle and remain financial secure for the future.

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Our Location

Tannery & Company

2701 Custer Parkway

Suite 819

Richardson, TX 75080

Phone: (214) 239-4700

Fax: (214) 239-2929

 

Our Hours

Monday-Thursday / 8a-5p

Friday / 8a-4p

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