Succession Planning
KWM offers tailored exit strategies and liquidity solutions for smooth business succession
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A business or corporation owner must always keep an exit strategy in place. Most owners are so busy on running and expanding their business that sometimes they forget on planning an exit. An exit could be selling the company to an outside buyer, or it could be succeeding the company interests to an insider or family member.
An exit strategy requires an acquisition or transfer of assets. This process will require liquidity. We consults clients and ensure that the client has or can create the proper liquidity to have a smooth transition.
- Buy/sell arrangements
- ESOP
- Succession planning
We will sit down with clients to consult on the best exit strategy for the particular clients needs.
Mission
At KWM, we are committed to servicing our clients with tailored strategies that are customized to client’s situations. We strive to deliver the best possible solutions according to each client’s individual goals. We work with the best partners and custodians in the industry to deliver the best services and experience.
Market Experience
KWM has been around for the past 20 years. The principals started with Morgan Stanley and UBS. KWM was founded in 2005, after it was decided to strive for a better client experience outside of the brokerage industry.