The Daymark Group, LLC specializes in assisting business owners who are preparing to exit or transition from their business in order to increase or maximize their personal liquidity, affect a generational transfer or for retirement.

A well designed and implemented plan ensures that the business owner:

• Achieves business, financial and personal objectives
• Addresses family and stakeholder needs and considerations
• Controls the transition process
• Maximizes the value of the business
• Minimizes taxes via estate, financial and tax planning
• Considers various strategic options

The transition planning process starts with a commitment to spend the time to develop and implement a well thought out plan which:

• Incorporates the company business plan including a 3-5 year plan with financial forecasts and identifies opportunities for growth and the company’s key value propositions.
• Evaluates management team and key employee development needs, succession planning and ongoing incentives.
• Estimates the business value, considers alternative deal structures, incorporates exit analysis, and accommodates value enhancement considerations.
• Generates exit options while taking into account tax considerations, as well as financial and legal pre-transaction due diligence

We address the complete timeline from preparing the exit plan 3 to 6 months before exit, through the sale of the business or other transition, and thereafter for a year or more as required. After the plan has been developed, and the timing is right for the owner, we provide a wide range of services to help our clients implement the plan and support them throughout the sales process as they go to market.

Our planning process uses a client centered, holistic approach and usually includes a team of
advisors including:

• Business and estate attorneys
• Financial/wealth management advisors
• CPA/tax specialists
• The Daymark Group LLC (investment bankers)