Ownership Transfer

FMI has helped hundreds of construction-industry firms solve the complex issues associated with ownership transfer. These issues include risk, valuation techniques, management succession, capital, compensation, and many more. We have worked with family and non-family businesses of all descriptions and sizes throughout the United States.

The aim of our service is to help contractors provide for the continuity of their businesses with minimal disruption to their organizations. We do this by:

• Identifying corporate and personal objectives
  
  
• Providing perspectives on valuation
  
  
• Recommending appropriate ownership transfer alternatives
  
  
• Evaluating management successors and suggesting action steps for the transfer of leadership and management responsibilities
  
  
• Outlining the primary means of addressing contingencies, including buy-sell agreements, insurance, and estate planning issues
  
  
• Working with the client and their advisors to implement the plan

FMI's approach to succession planning is relationship-oriented. Our continuity specialists consult with clients on an individual basis to ensure that their goals and unique circumstances are addressed in the careful design and implementation of an effective ownership transfer and management succession plan. As clients' needs dictate, the knowledge and experience we can offer through our other consulting and mergers and acquisitions practices may also be incorporated.

For more information on FMI's Ownership Transfer services, please contact George Reddin or call 919.785.9286.