Service 06 — Capital Options
Business succession: compare financing, control and liquidity.
Growth financing, a business transfer and partial liquidity involve different choices about control, timing and responsibilities.
Capital Options organizes a comparison of paths relevant to your situation and their possible effects on financing, control, timing and your objectives. The work identifies questions to ask and trade-offs to consider. No option, financing availability or terms are presumed.
Capital Options
How it helps
Compare options to fund growth, prepare succession or release capital.
- 01The terms and constraints of each option compared
- 02Effects on control and timing explained
- 03Questions to ask advisers and financing providers
Engagement
Possible work
Financing availability and terms are not guaranteed.
- 01Financing options
- 02Transfer and liquidity options
- 03Comparison against your objectives
Professional deliverables
We agree with you on the work and documents to produce before starting. The service name does not automatically mean a particular type of professional report. No price or outcome is guaranteed on this page.
Scope and professional deliverables are agreed for each engagement. No price or outcome is guaranteed here.
Questions to ask yourself
Your situation
Prepare succession or release capital
You want to transfer the business or recover part of your invested capital. The options depend on your objectives, financing and the role you want to keep.
- 01Who could take over the business and on what terms?
- 02Which options address your financing, cash and control requirements?
- 03What role do you want to retain after the transfer?
These questions help you prepare for a discussion. They are not personalized advice or an automated recommendation for an engagement.
Other services
Several services may be useful depending on your needs. Only the specialists required take part.
- 01Owner Value & Options ReviewCompare your options: keep, grow, transfer or sell the business.
- 02Value BaselineEstablish a value reference and explain its assumptions and limits.
- 03Value Creation PlanChoose improvements, assign responsibility and define progress measures.
- 04Exit Readiness 36Identify obstacles to a possible sale and organize the preparation work.
- 05Latitude 3 AcquireExamine the target business, purchase risks and integration work.
- 07Value OfficeReview priorities, track actions and coordinate advisers.
Explore the questions behind this decision
Prepare an inquiry for this service
Describe your situation, objectives and questions to examine. The form prepares a draft you can copy; it does not send it.
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