Corporate Services
Strategic Consulting Business Brokerage Ownership Transition
Ownership Transition Services
Oxburgh Row Financial helps bridge the divide between succession planning and structuring the enterprise for long-term growth and prosperity. The transfer of ownership involves strategic planning and acquiring a professional valuation of the business and its securities. Additionally, successful firms frequently align the rewards for key employees with the growth objectives of the organization. We assist with the evaluation, design, and implementation of equity programs to expand ownership to key employees. These options include stock repurchase plans, restricted stock, stock appreciation rights, and Employee Stock Ownership Plans.
The scope of services for ownership transfer include:
- Corporate governance consulting
- Employee Stock Ownership Plans
- Equity incentive plans
- Management buyouts
- Offering memorandum
- Ownership expansion and transition advisory
- Stock redemption
Most millionaire business owners have no succession plan
July 22, 2015
Private companies have created vast wealth for millions of Americans. But as business owners start reaching the later stages of their careers, a new study showed that... (Read more)
Succession planning vital for client retention
July 6, 2015
Firms that fail to plan for partner retirement risk losing both high-value clients and up-and-coming leaders. Some firms are not doing enough to smooth the transition into retirement for senior partners... (Read more)
The million-dollar question: Is it time to sell your company?
June 25, 2015
Have you been thinking about selling your company? Whether you've been in business for five years or 50, it can be a tough decision. But once you've decided it's the right thing to do, where do you start? Here at Oxburgh... (Read more)
Ownership transition solutions for your growing company
May 28, 2015
There comes a time in every business when ownership must transfer from one person or group to the next. Oxburgh Row Financial helps bridge the divide between succession planning and structuring the enterprise for long-term growth and... (Read more)
Investigate the tax benefits of forming an ESOP
April 23, 2015
Employee Stock Ownership Plans are S-Corporations that can grant business owners significant tax benefits. Most research about ESOPs focuses on the benefits to employees. Many studies, for example, show that a sense of ownership can be a... (Read more)
Using ESOPS in Succession Planning
February 4, 2015
A Case Study: An ESOP is one of many options available to business owners considering succession-planning options. There are substantial advantages, but there are also regulatory and cost considerations. A feasibility study may suggest whether the ESOP is an appropriate option. In this article, authors Kelly Finnell and Andrew Holmes share their views on when an ESOP is feasible using a case study... (Read more)