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Challenge:

A third-generation family business needed guidance on a strategic exit due to changing market conditions. The family was concerned about preserving the company’s legacy while maximizing value.

Solution:

Our team conducted a comprehensive valuation, identified potential buyers aligned with the family’s values, and negotiated favorable terms. We also provided tax-efficient structuring for the proceeds.

Result:

The business was successfully sold for 25% above the expected valuation, and the proceeds were reinvested in a diversified portfolio. The family is now financially independent while maintaining ties to the company’s philanthropic arm.

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