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PNC's experienced team can offer you the knowledge and guidance to help determine the transition plan that best suits your business – including sales to family or management, financial or strategic buyers, an ESOP or an IPO.
There are many alternatives available to you when looking to transition your business. The approach that is appropriate for your business depends on a variety of personal and business objectives.
Competitive dynamics, capital market conditions, the attractiveness and readiness of your business, as well as personal, shareholder and stakeholder objectives will all help determine when you should transition your business.
Numerous factors can impact the valuation of your company, both operational and financial. Avoid valuation traps. Meeting with advisors/professionals early in your planning process can help to identify opportunities to maximize the value of your company.
Business owners need to determine the pros and cons of available transition options, as well as the financial implications. Communication is key.
PNC offers M&A advisory services through Harris Williams. Harris Williams is a global investment bank that advises and advocates for clients through critical milestones and during the lives of their business to strategically create value.
Solebury Capital is a premier Equity Capital Markets advisory firm providing independent transaction management services to management teams and owners.
Solebury Trout is a well-established Investor Relations and Corporate Communications firm, offering a wide range of services to both private and public companies across multiple industries.
We understand the complexities and opportunities that ESOPs present and take them into account to assist you in creating appropriate solutions at every stage of your ESOP.
1. Estate planning considerations are discussed only in conjunction with a client’s attorney, accountant, and/or other business advisors.
The PNC Financial Services Group, Inc. (“PNC”) provides investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and provides specific fiduciary and agency services to individual clients through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC provides various discretionary and non-discretionary investment, trustee, custody, consulting, and related services to institutional clients through PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
“PNC” and “PNC Bank” are registered marks of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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