• • Selling A Business
    
  • Buying A Business
• Capital Raise
  
• >Debt Placement
  
• >Equity Capital
  
• >Equity Placement
  
• >Acquisition Financing
  
• >Loan Analysis
  and Structuring
• >Descriptive Financing
  Memorandum
• >Raising Funds
  
• >Contacting Lenders
  
• > Negotiate Terms
  with Lenders
• >Due Diligence & Closing
  
• >Overview of Loan Types
  
• >Graduated Ownership
  Liquidity
• >Financial Restructuring/
  Recapitalization
• >Reasons for Restructuring
• >Testimonials
  
• >Case Studies

Graduated Ownership Liquidity

Occasionally business owners want to continue in the business, but sell down their ownership over time. Sometimes they want to sell down their position in order to diversify their wealth. Other times they want to transition the company to their employees or children, but neither the employees nor the children have the money to buy the company except over time. Finally some owners want to sell out, but the current price for the company is too low to proceed with an outright sale.

Alpha Omega developed the Graduated Ownership Liquidity program to help business owners sell out their stock over time. Through this program, a business owner can structure a plan that enables his employees, children, or others to buy the company. This program can be structured with estate planning in mind and/or it can be structured to take advantage of higher valuations in the future. Funding for this program can be achieved in a number of ways, and each solution will depend on a number of factors. Contact an Alpha Omega principal at our Richmond, VA office to learn more.