While each situation is unique, our experience and process enable clients to determine the best courses of action to meet their specific business and financial objectives.

• Types of Ownership Transition
• Balancing Needs
• Financial Modeling
• Working with the Advisors

Sample Case Study

Types of Ownership Transitions

We help clients evaluate the three basic ownership transition types.

• Retention for family members.

  This is the most common transition and also the most complex. It impacts the owner, the business, its employees, family members directly involved in the business and family members who are outside the business.

• Internal sale.

  This may be a sale to a specific group of employees, an ESOP, other owners or some combination of these three. When a seller and the potential buyers continue to work together, the negotiation process requires increased sensitivity, experience and insight.

• External sale.

  The probable purchaser may be a strategic or financial buyer, and may be easily identified by the seller. Sometimes the purchaser will need to be identified by an investment banking firm. In all cases, creating an experienced negotiating team is a necessity.

Balancing Needs

We believe that to achieve a successful ownership transition, all parties need to benefit.  This is why our approach balances the objectives of the owner(s) with the needs of the business and other stakeholders.  Financial models play an integral role in determining the appropriate balance between the "competing" personal and business financial objectives and requirements. 

Considering both the challenges and opportunities that are unique to each situation, we work with clients to create the most beneficial course of action for all stakeholders affected by a business transition.

Financial Modeling

Rainier Group's proprietary modeling is a key strategic advantage of the consulting process.  Unlike others, Rainier's models balance the business financial requirments with the shareholder personal needs.  Rainier strives to understand the client’s situation in detail to assist in the creation of defined personal, family, business and financial objectives. Unique to our process is the ability to apply financial modeling to create side-by-side comparisons of how different planning strategies affect both company and shareholder finances – from profits and cash flow to assets, expenses, taxes and net worth.

After more than 20 years of experience with the owners of private companies, Rainier’s financial modeling system provides an integrated and comprehensive approach to comparing ownership transition and wealth management options leading to better decisions made with greater confidence.

Working with Advisors

We believe that assembling a team of specialists including your attorney, accountant and other key advisors is the best way to address your unique situation. We are committed to working with your advisors in ways that:

• Strengthen relationships
• Improve the quality of the decision-making process
• Ensure effective implementation of the your decisions 

By coordinating the efforts of the team, we help ensure continuity of service and enhance the quality of the plans we create and implement.