Services Offered

  • Valuation of business
  • Review and advice on operating agreements and buy-sell agreements
  • Review and advice on funding of buy-sell agreements.
  • Review, coach, and/or creation of CBR (Confidential Business Report) for your business
  • Comprehensive succession and transition plan consulting
  • Tax analysis, and strategy creation to minimize taxes in the transition of ownership of motorcycle/powersports dealership
  • Planning/strategy meetings with your team of advisors
  • Personal financial advice on successful transition to life after ownership of motorcycle/powersports dealership.
  • A retirement and tax efficient income plan
  • Life and business vision casting
  • Team development at coaching
  • Strategy development for "Golden Handcuffs" of your key team members
  • Estate planning
  • Business consulting
  • Recasting of business financials to fit the structure of the sale and business goals

What Does the Owner Need from the Sale?

RETIREMENT PLAN

  • When (age)
  • How much (standard of living)
  • Other Assets
    • Stock/Bond/Bank Accounts
    • Retirement Accounts
    • Investment Real Estate
    • Other Business Interests
    • Social Security/Pension Assets

BUSINESS EVALUATION

  • Inside Sale (GM or family) vs Outside Sale
  • Financial Evaluation
    • Establish Valuation for the Company
    • Identify drivers of value (valuation)
    • Taxes
  • Personnel (employees)
    • Talent evaluation
    • Retention prior to and during transition

MARKET BUSINESS FOR OUTSIDE SALE

  • Create Sales Memo
  • Distribute Sales Memo to potential buyers

CONSULT AND FACILITATE SALE

  • Minimize attorney costs
  • Creating schedules for purchase agreements
  • Coordination with attorney, CPA, other members of closing team

ESTATE PLANNING

  • Asset transfer: control taxes after death

How to Take Action

WHAT WORK HAS ALREADY BEEN DONE

  • Due diligence review of existing plans

WHERE ARE THE HOLES

  • Identify and agree on scope of planning
  • Create a proposal to review.