On the surface this transaction may seem quite simple, but in reality these can be some of the most difficult transactions to navigate. I am sensitive to both parties’ financial and emotional conflicts during this process. I will help both the associate and owner work through the negotiations in an understanding environment. Careful, mediated communication is the name of the game.
One often overlooked component of internal sales is how it can change the structure of the sale from an asset sale to a stock sale. This can mean a big difference from both a legal and taxation perspective. Evolve specializes in understanding these special nuances, helping to guide the owner and associate through the complexities, and properly valuing the business.
One very important differentiation is that Evolve specializes in STOCK VALUATIONS which are an added component to the standard asset sale based valuation because of the necessity to analyze the liquid balance sheet, both on the asset and liability side. Nobody else in the industry does this!
