Exit & Succession Planning

Secure Your Business Legacy

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Proactive Planning
for Long-Term Business Success

Planning for your business’s future is a complex, multi-year process that impacts every aspect of your personal and professional life. Our expert team provides hands-on, comprehensive support to middle-market business owners, guiding you through the journey of exit and succession planning to ensure a smooth and profitable transition.

Exit & Succession Planning The Mercadien Way

We offer a full range of services tailored to business owners planning their exit or succession:

    In-Depth Business & Personal Assessment

    We begin with a thorough evaluation of your business, personal goals, and family dynamics, including interviews with key family and non-family managers to create a foundation for a successful transition plan.

    Long-Term Value Maximization Strategy

    Our team develops strategies to enhance your business’s value over time, considering operational improvements, financial restructuring, and market positioning to maximize your options upon exit.

    Customized Succession Roadmap

    We create a detailed, written succession plan tailored to your unique situation, whether it involves family succession, management buyouts, or a third-party sale.

    Integrated Tax & Estate Planning

    Working closely with our tax and wealth management experts, we structure your exit or succession plan to optimize tax efficiency and align with your long-term estate planning objectives.

    Contingency Planning

    We help you prepare for unexpected events, ensuring your business and family are protected regardless of circumstances.

    Implementation Support & Monitoring

    Our team doesn’t just plan – we stay with you throughout the implementation process, providing ongoing support and adjusting strategies as needed to ensure successful execution.

The Mercadien Advantage

Holistic, Long-Term Approach

We consider all aspects of your business, personal goals, and family dynamics over a 3-5 year horizon, ensuring a comprehensive plan that maximizes value and achieves your objectives.

Family Business Expertise

We understand the unique challenges of family-owned businesses and help navigate the complexities of generational transitions with sensitivity and expertise. We are keenly aware of family dynamics and can facilitate difficult conversations.

Multidisciplinary Resources

As part of The Mercadien Group, we leverage a wide range of in-house expertise in tax, accounting, wealth management, and more to support every aspect of your transition plan.

Personalized, Hands-On Support

We take a vested interest in your success, providing dedicated, one-on-one guidance throughout the entire planning and implementation process.

Objective Guidance

We provide impartial, expert advice to help you make informed decisions about your business’s future and your personal legacy.

Client Testimonials

  • I have had the pleasure of working with The Mercadien Group for many years. They have been an invaluable advisor for tax, financial, business and succession planning throughout my time as their client.
    Mercadien was instrumental in guiding us through the entire process of our business sale, from negotiation of the Letter of Intent, financial and tax modeling, sell-side due diligence representation, advising on negotiation of deal financial terms, to post-closing support. Their insights and support were invaluable in ensuring a successful transaction. They were always available to address our concerns and provided us with the necessary tools and knowledge to make informed decisions.
    Robert Hickman, Capital Steel Service
  • The team at Mercadien was instrumental in guiding us through the sale process, helping us decide between multiple offers and representing us on all tax, financial, sell-side diligence, closing, and post-closing matters on the sale. Their expertise, insights and support were key factors in obtaining a successful outcome.
    Roger Dorval, Linearizer Communications Group
  • Mercadien provided exceptional sell-side advisory services during the sale of our business. Their expertise in financial analysis, taxation, sell-side due diligence representation, and support throughout the sale process helped us navigate this significant business milestone. We were able to navigate the complexities of the transaction with ease, thanks to their comprehensive support and guidance.
    Timothy Serinese, Timothy’s Center for Gardening
  • The team at Mercadien provided exceptional M&A buy-side advisory services for the purchase of our business, including advisory on deal and tax structure, buy-side due diligence services, and post-closing M&A support. Their experience was very helpful to ensure a successful transaction that was in line with our goals and expectations.
    Jesse Creek, CTC Coatings

Ready to Plan Your Exit?

Whether you’re planning to pass your business to the next generation, sell to employees, or explore other exit options, Mercadien Capital Advisors will guide you through every step of the journey:

  • Clarify your long-term personal, family, and business goals
  • Enhance your business’s value and operational efficiency over time
  • Develop and implement a comprehensive succession plan
  • Navigate complex family and business dynamics with sensitivity
  • Implement tax-efficient transition strategies
  • Prepare for unexpected events with robust contingency plans

Don’t leave your business legacy to chance. Partner with Mercadien Capital Advisors to ensure a smooth, value-maximizing transition that secures your company’s future and achieves your personal objectives.

Start Planning Now