February 2024 Market Brief – Decisions

February 2024 Market Brief

Decisions

“Decision is a risk rooted in the courage of being free.” – Paul Tillich

As The Clash sings in their iconic 1982 song, “Should I Stay or Should I Go”, business owners are challenged on a number of fronts in determining the future plans for their company. For many, the decision regarding succession or selling their business can be difficult to conceptualize, and hard to know how to start the discussion or planning process. G Squared has a highly experienced team to consult business owners on their options as well as prepare for a potential sale. Consulting with experts to know your options before deciding on a path forward can ensure business owners end up with the outcome that best fits their unique company and personal requirements. There are multiple benefits of engaging a team to help in the sale process:

• Consulting on Potential Sale Price Outcomes: 70-80% of businesses put on the market do not sell, often due to unrealistic expectations, pricing, or opportunity misalignment.
• Counseling Through a Potential Family Sale: Family sales come with their own unique challenges and considerations for a win-win for all generations.
• Informing Business Owners on Various Structures and Sales: Making certain the business owner is satisfied with the monetization and structure to minimize potential regrets.
• Preparing to Take a Company to Investment Bankers: Ensuring proper preparation and procedures are initiated before engaging IBs to ensure a smoother sales process.

G Squared Private Wealth is a boutique, independent wealth management firm established in 2019 after its partners had a 30+ year history at Merrill Lynch. With over $650mm in assets under management, and a commitment to specialized knowledge, we have been assisting our clients in complex financial decisions for over 40 years. Our team of highly credentialed advisors include CEPA, CIMA®, CFA®, CFP®, and a JD, all who can bring their unique skill set to assisting our clientele make informed financial choices. Considering a change in ownership or sale of a company is always an intricate process, and our team is here to guide you through it.