Are you prepared to sell or transition ownership of your company?  MMEC CASE STUDY –  Transition Readiness/Change of Control

When a small business undergoes a change of control, it does not always occur under ideal circumstances. the most common events that initiate a change of control are death, disability, divorce, disagreement, and distress. as a result, owners may not have the time, support, or resources to carefully plan for the transition, and are less than satisfied with the outcome.

By contrast, when business owners initiate the change of control themselves, they have an opportunity to help shape the transition, and the sale terms and conditions – if they are well- prepared, well- supported, and maintain focus.

This case study illustrates a successful change of control by an injection molding manufacturer in Montana, whose owner and management team collaborated with key partners over a five-year period to achieve the owner’s financial and legacy goals.

Full Case Study