Andy McKay

Specialties: Mergers & Acquisitions, Business Valuation & Business Transition Planning.

Exit Planning Services: Transitioning a business to the next generation of leadership and ownership is a reality that all business owners and entrepreneurs eventually must face. Whether transferring to a family member, bringing in a financial partner, or selling outright to a third party, this transition can be a complex process and take many forms. Successful execution hinges on fully understanding your options, clearly identifying your goals, and knowing the requisite steps to ensure a seamless transition.

• Business Owners with companies valued between $5 - $100mm
• Business Owners considering a sale or transfer of ownership
• Business Owners looking to fund growth or access additional capital
• Business Owners experiencing any of the following life stage events:
  • Considering retirement
  • Recent health issues
  • Recent marriage or divorce
  • Unexpected death in the family
  • The need for personal liquidity