Everyone who commits to the work, risk, and sacrifice to build a business hopes it will last forever.
Building a business that creates a legacy means the creation of value, which in turn is the dream of the entrepreneur. Yet there are many businesses – too many in fact, where little work and time goes into deciding who and how the transition in ownership of the company will be staged.
The fact is that less than 25% of privately held businesses currently have a formal transition or succession plan ready and in place. As most businesses focus on day-to-day concerns and operations, few businessowners decide to undergo the complex process of preparing a business for sale. However, working closely with a professional and transparent business brokerage in Atlanta can streamline this process considerably.

Experts anticipate that the next decade will witness a significant transfer of wealth through the sale and transfer of business ownership. Accompanying this fact is the realization that business ownership from one generation to the next is in decline, and this means that new ownership structures are poised to play a dominate role in the years ahead.
Businesses with a strategic plan in place will retain the greatest value for their ownership.
Privately held businesses that display professionalism and profits need the help of professional, sophisticated, and knowledgeable advisors to aid in the creation of a plan that can be managed effectively and transitioned to the successor leadership of the enterprise.
An unprepared new management group, or even a poorly managed transition to competent management can cause significant loss in value. If business owners want the businesses’ intrinsic value to remain intact, and to be paid for such value over time, they should engage VR to aid in the preparation of a new succession plan or the review of their existing one.
Keys to a transition or succession plan for the middle market company:
FAMILY
- Agreement and understanding of goals
- Family information
- Gift and estate planning
- Insurance analysis
- Investment options and advice
SHAREHOLDER
- Shareholder agreement
- Disability planning
- Compensation plans
- Available transfer techniques
BUSINESS
- Assessment of business strategy
- Executive and management review
- Corporate structure
- Business valuation and market conditions
- Retirement plans
VR is considered the innovative leader in the sale of privately held enterprise.
Every day, more and more business owners demand our proven skills and resources to help them succeed in an increasingly complex middle market.