Valuation & Ownership Transition
Many research & insights companies reach the point where some change in ownership other than a complete sale is needed. You may have rising talent who you want to bring into ownership, or wish to recognize the long-time contribution of senior staff by making them owners. Existing shareholders may wish to exit the business and be bought out. Two companies may wish to come together in a “merger of equals.” In each of those situations, expert objective advice is needed to:
Value the portion of the business that is to change hands
Model the tax and cash flow impact of different ways of structuring the transition
Develop the terms that can be incorporated into legal documents that implement the change
Cambiar partners have advised many companies in these transitions. Our valuation analysis is supported by involvement of dozens of company sales and we have the experience to help both sides avoid pitfalls.