Work With a Nationally Recognized Thought Leader

As a nationally recognized thought leader in the field of ownership transition planning or exit planning, MidCap Advisors is committed to helping business owners and their advisors understand the importance of strategic planning before a business owner begins the ownership transition process.

The exit option you choose and how prepared you are will have a significant impact on how happy you are with your decision and the amount of money you or your loved one keep after taxes.

Don't Make the Same Mistake

The reality is that every privately held business will be eventually transferred to someone. The only question is when and how.  Unfortunately, a national study revealed that 75% of business owners regretted their decision to exit their companies. Why? A lack of planning.

Comprehensive and Integrated Process

MidCap Advisors will take you through a process that helps you:

• Articulate and reconcile your personal goals
  
• Define the next chapter in your life
  
• Understand the market value of your business
  
• Identify the strengths and weakness of your business from a buyer's perspective
  
• Enhance the value or salability of your company
  
• Select the right exit option to accomplish your goals
  
• Increase the net proceeds you'll keep after taxes and transaction fees
  
• Determine the best strategic timing for your exit
  
• Develop a contingency plan in case of the worst
  
• Take action with concise recommendations and a list of action items

Work with An Expert

Work with Richard Jackim, JD, MBA, CEPA, and the other exit planning experts at MidCap Advisors. Rich is in charge of MidCap Advisors' Ownership Transition Planning practice and is a seasoned investment banker and experienced attorney. MidCap's proven process can significantly the amount of money you keep after transaction fees and taxes. Rich is the author of the critically acclaimed book, The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners, Second Edition.

Rich is also the founder of the Exit Planning Institute, a professional association of business advisors who are commited to developing a set of best practices in the field of ownership transition planning. Contact Rich to learn how MidCap Advisors can help you successfully exit your business on your terms.

Contact MidCap to help you exit your business on your terms.