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types of owners
Some Business Owners come to us ready to exit. Many more, though, benefit from a process of improving readiness, both of the Owners themselves, and of their businesses. We describe these Owners across four different categories depending on the Owner’s level of mental and financial readiness: ‘stay and grow,’ ‘well off, but choose to work,’ ‘get me out at the highest price’, and ‘rich and ready to go’. Understanding what type of owner you are is critical to your success in ultimately transferring your business. Beacon Hill Equity Group is unique in helping owners understand where they currently are, and how to prepare for and maximizing the success of business exits.
Stay and Grow. An owner who wants to continue working in the business for the foreseeable future, at least in part because the owner is relying on the business to achieve their financial goals.
Well Off But Choose to Work. An owner who wants to continue working in the business for the foreseeable future even though they can achieve their financial goals without relying on the business.
Get Me Out at the Highest Price. An owner who wants to transition out of the business in the short term, but has a majority of their wealth is tied up in the Business.
Rich and Ready to Go. An owner who wants to transition out of the business in the short term, and is able to meet their financial goals without relying on the business.
Beacon Hill’s Approach
We help business owners achieve their goals in an outcome-agnostic way. For some owners, the right exit option is a sale to a strategic buyer or private equity group. For others, it’s a transfer to the management team or putting an ESOP in place. And for some business owners, developing and exiting on a growth plan is the best path forward.
Regardless of our clients’ needs, Beacon Hill excels at ensuring owners achieve their goals.
Risk is a Factor
In any decision to market, a business’ pricing can impact the ability to generate an offer and it affects the possible deal timeline. Part of our role is to measure your risk acceptance. A risk-averse seller with other needs may elect a different selling strategy than a seller willing to take more risk and willing to potentially spend more time holding onto the business until the right buyer is found.