Ownership Transition
Zweig Group has helped hundreds of firms develop solid, actionable plans to create smooth transitions. Many firms do not put adequate resources towards this critical element of business succession. A well designed ownership transition plan benefits both retiring and future owners. Zweig Group has developed plans to foster smooth ownership and leadership transitions for hundreds of businesses. This keeps business thriving and protects both departing and next generation owners. We have worked under impossible deadlines and challenges when needed to help firms in crisis. We believe this is of great importance and we often make ownership transition a part of the strategic plans we develop for firms. Our consultant team has seen just about every scenario you could imagine, and are ready to bring this expertise to your firm to help you efficiently and effectively develop a plan that protects your interests.
Service Areas
Comprehensive ownership transition planning
Business valuation/appraisals
Problem shareholder issue and dispute resolution ESOP consulting (including implementation and annual appraisals) Deferred, equity, and phantom equity compensation plans Leadership development and management succession
Will Swearingen, Director of Ownership Transition - “Firm owners and leaders need to have a solid understanding of their transition options. Having a plan for changes in a firm’s ownership builds culture and can alleviate all kinds of issues associated with ownership transition.”
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