buyout business partners & investors | cap table analysis | Employee stock options
Equity
Understand your actual equity, and how you can leverage it.
In order to use your equity, you need to understand what you really have. We can help you visualize your actual value and use it to achieve your goals.
Buyout Business Partners & Investors
Businesses change, and so does their ownership. Outdated equity arrangements can kill momentum and cause problems. After running a valuation, we can identify the best path towards reallocating ownership equity, and assist with facilitating fair buyouts.
Our team packages the numbers, but we’ll also coach you on the presentation approach, talking points, and crucial conversations.
Cap Table Analysis
If you’ve been through multiple rounds of fundraising, have silent partners, or investors – it’s prudent to know where you stand. We can calculate your ownership percentage based on past agreements, and forecast simulations based on company growth.
It’s very common for business owners to discover they misunderstood the size and scale of their ownership stake.
Employee Stock Options
For some companies, especially during periods of succession planning – stock options can help incentivize key employees.
Knowing how much you can afford to give up (and how much your can’t), are crucial to making confident equity decisions.
“I was sitting there as a 50% owner – because I had a silent partner, and I had been chewing for a few years on how I was going to buy back his stock.”
Related Case Studies
