Business Valuation and Appraisal

Northern California

 

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Build Value

Overview - Build

Raising Equity

Employee Incentives

Buy-Sell Agreements

Partnering

Acquisition

Preserve Value

Overview - Preserve

Family Business

Divorce

Partnership Dissolution

Stock Repurchase

Civil Litigation

Convert Value

Overview - Convert

Exit Strategy

Management Succession

Estate Planning

Company Sale

About Us

Steven D. Popell

Bryce Forney, CPA/CVA

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Families Collaborative

Team Collaborative

Key Manager Incentives

Increase Company Value

BV Collaborative Divorce

Go Strategic

Nuetral BV for Results

Selecting a BV expert

Collaborative Divorce BV

Reasonable compensation

Investment Value

Double Dipping -Sole Prop

Consider collaborative

BV in Divorce


Converting Value
    
Exit Strategy

When you decide (preferably years in advance) that you want to move on to other challenges, and convert your company stock into another form of personal wealth , you need to develop an exit strategy that works for you in the real world.  Current and prospective valuation of your company is central to that process.  Read more.
      

Management Succession

One exit option often overlooked is for the founder to fleet up to Chairman of the Board and Chief Executive Officer, and pass on the rolls of President and Chief Operating Officer to someone else.  This strategy can be particularly useful for the company that would be difficult to sell or take public.  Read more.

      
Estate Planning

Effective estate planning (that includes) a family business requires an in-depth knowledge of a wide range of professional fields.  Read more.

     
Selling Your Company

The real money in selling your company is in strategic acquisition, not financial acquisition.  Read more.


Contact us:
BryceForney@Gmail.com or 925-323-2892 
SPopell@ExitTrak.com or 650-843-0323

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