Exit Strategies

With some business owners, the choice for an exit strategy is as simple as passing on the business to the next generation. Many others face the difficult task of deciding how to exit the business and, just as importantly, who will help through this process.

BKD can help, and offers solutions for a wide variety of exit strategies. Whether it is through an employee stock ownership plan (ESOP) or the sale of all or part of the business to a third party, both BKD, LLP and our corporate finance subsidiary, BKD Corporate Finance, LLC, have full-time professionals dedicated to assisting with this important part of the business cycle.

Our exit strategy solutions include:

Sale of the Business

Explore various options, including:
– Management buyout

– Recapitalization

– Third-party sale
Provide thorough analysis of the company and the industry
Direct effective marketing campaign to generate multiple buyers while maintaining confidentiality
Negotiate the structure and major deal points of the transaction
Assist client through the entire process

ESOP

Analyze ESOP structure and feasibility
Quarterback ESOP transactions
Assist with finance negotiations
Provide management and employee education
Assist with planning recordkeeping
Assist with repurchasing liability studies
Provide tax and compliance advice

ESOP Solutions Sheet

For More Information

Contact your BKD advisor or:

Pat Hayes
Senior Vice President, BKD Corporate Finance, LLC
417.869.8588