Most owners of stock from an IPO or stock in a
closely-held company will regrettably ignore the
potential consequences that death or disability
could have on their 3 Circles.
Stock restrictions, lack of marketability and
economic cycles can all conspire to bring financial
distress to the best holdings. BMI Consulting
has fashioned creative buy-sell agreements that
allow senior management the ability to protect
their equity, build liquidity and still maintain
control for any period they deem necessary.
Many times, Senior Management needs to retain
key executives, design an acceptable exit strategy
or prepare for the inevitable risks of life -
death or disability. BMI Consulting has assisted
families in recent consulting projects in their
efforts to pass the company to their children,
sell their company to key management or market
their company to third party buyers.
Visit the other sections of our
Web Page and review the thumbnail profiles of
recently completed consulting assignments. If
you see one that fits, you may want to talk with
us further. BMI Business Consulting Case Profiles.