Succession Advisory: From Valuation to Transition.

A practical inside succession moves through seven connected decisions.

Step 1 — Value the business

Establish a credible value range and understand what drives it.

Step 2 — Test buyer readiness

Review the employee buyer’s experience, finances, responsibilities, and transition plan.

Step 3 — Compare deal structures

Model the down payment, seller financing, earn-in, equity transfer, and timing.

Step 4 — Prepare financing

Build the lender-ready story, documentation, and cash-flow case for the transaction.

Step 5 — Organize due diligence

Bring financial, operating, ownership, insurance, and transaction documents into one clear deal room.

Step 6 — Document the handoff

Coordinate the closing path with qualified legal, tax, insurance, and lending professionals.

Step 7 — Support the transition

Track commitments, milestones, training, and the move from employee to owner.

Succession Advisory

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Reserve your onboarding and engagement kickoff for 26 & Co. Consulting’s full succession advisory service. This $2,500 deposit is credited toward the final engagement fee. The remaining scope, timeline, responsibilities, and fees will be documented in a signed engagement agreement before substantive advisory work begins.

$2,500.00

A focused assessment for business owners considering a sale to an employee or management team. We review the information you provide to evaluate normalized cash flow, a preliminary value range, buyer readiness, financing feasibility, key risks, and practical next steps. This is a decision-support report and is not a formal appraisal, valuation opinion, legal opinion, or financing approval.

$499.00

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