Optimizing Transitions

Succession Planning Advisory

Whether the time horizon is two years or twenty, succession planning can have a significant impact on the afterlife of ownership. Our succession planning advisory services offer a comprehensive solution that delivers substantive results. We guide owners through a step-by-step process in collaboration with their existing team of legal and financial advisors.

A succession plan enables business owners to:

  • Develop an action plan to grow the value of the business by increasing bottom line cash flow.
  • Build and develop the management team with an eye to a transaction and succession.
  • Identify and mitigate business risk elements, while addressing identified value detractors.
  • Develop and implement strategies to minimize transaction tax exposure.
  • Make strategic decisions consistent with maximizing enterprise value and optimizing return on investment (ROI).

Charter Capital Partners has applied our tools and expertise to develop a customized succession planning process for business owners. Upon your completion of the process, we deliver a four-part report, which includes:

  1. Current business valuation

  2. Industry assessment benchmarking report and related value driver recommendations

  3. Succession planning action plan

  4. Emergency business continuity plan

The process begins with signing a confidentially agreement, and an initial phone call with the Charter team. We’ll then schedule dates for an onsite visit and forward a list of requested information and data. We maintain a password-protected virtual data room for ease of sharing and to ensure the security of your data.

We customize each succession planning project to fit the needs and circumstances of the business owner. The process results in a defined set of documentation, analysis, recommendations, and action plans that, together, provide an effective strategy.

Supporting Transitions with the Charter Growth Capital Fund

The Charter Growth Capital Fund invests junior capital in lower middle market companies in the Great Lakes region. We deliver funding to help you achieve your goals and the professional guidance to back it up. We invest $1 million to $5 million to support growth, succession, or to recapitalize your balance sheet, focusing primarily on business services, distribution, healthcare, industrial services, and manufacturing companies. Our flexible combination of debt and equity is customized to meet your company’s unique needs.

To learn more about how the Charter Growth Capital Fund can support your succession planning process, visit chartergrowthcapital.com.


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