Business &
Transaction Planning

 

Because we focus on illiquid assets as well as liquid, we perform a variety of services for our clients and their closely held interests. We look at firms and their transactions from both a business view as well as a personal one, integrating tax and legal concepts into transition plans to maximize family value and security.
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Business Planning – Advisory Service

Advisory
Services

Our clients require advisory services for a variety of complex matters. We foster meaningful conversations around subjects ranging from exit strategies to bringing the next generation of leaders into the business.

Advisory
Services

Our clients require advisory services for a variety of complex matters. We foster meaningful conversations around subjects ranging from exit strategies to bringing the next generation of leaders into the business.

We bring best practices and efficiency to the strategic planning process, providing confidence to senior family members as well as planning for the younger generations. SMART goals and specific roles are identified to meet the team’s stated targets.

Strategic
Planning

Strategic
Planning

We bring best practices and efficiency to the strategic planning process, providing confidence to senior family members as well as planning for the younger generations. SMART goals and specific roles are identified to meet the team’s stated targets.

Transaction Management

Deal Preparation
& Planning

We assist in the preliminary work leading up to a business acquisition, merger, or divestiture. We will provide analysis on multiple options as well as advise on strategies to maximize the value of the company prior to sale.

Deal Preparation
& Planning

We assist in the preliminary work leading up to a business acquisition, merger, or divestiture. We will provide analysis on multiple options as well as advise on strategies to maximize the value of the company prior to sale.

We analyze various ownership structures; entity choice/formation; choice of domicile; and structuring ownership interests to minimize income and estate tax liability.

Merger, Tax
& Acquisition Analysis

Merger, Tax
& Acquisition Analysis

We analyze various ownership structures; entity choice/formation; choice of domicile; and structuring ownership interests to minimize income and estate tax liability.

Deal Structure –
Create the optimal structure,
integrated with your plan

After careful analysis, we will work with your service providers to bring your chosen plan to implementation and a successful outcome.

Deal Structure –
Create the optimal structure,
integrated with your plan

After careful analysis, we will work with your service providers to bring your chosen plan to implementation and a successful outcome.

We “sweat the details” to ensure all loose ends are tied up.

Due Diligence
Through Closing

Due Diligence
Through Closing

We “sweat the details” to ensure all loose ends are tied up.

Business Assets | Maximizing Illiquid Assets

The challenges and opportunities afforded by the ownership of closely held interests creates a need for a unique set of skills in a financial advisory team. Greenway professionals have over two decades of experience in working with business owners, providing timely, skilled, and experienced eyes to work on issues ranging from transaction negotiation to the re-defining of a family member’s role in the company.

Business Assets
& Maximizing Illiquid Assets

  • Cash Flow Planning
  • Risk and Tax Analysis
  • Domicile Choice
  • Financial Analysis Of Potential Transactions
  • Pre-Merger and Acquisition Guidance
  • Due Diligence and Research
  • Post-Transaction Consulting and Advisory Services

Business Assets
& Maximizing Illiquid Assets

  • Cash Flow Planning
  • Risk and Tax Analysis
  • Domicile Choice
  • Financial Analysis Of Potential Transactions
  • Pre-Merger and Acquisition Guidance
  • Due Diligence and Research
  • Post-Transaction Consulting and Advisory Services