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| Two Quotations Exit planning involves business, personal, family, and financial issues that trigger questions about morality, identity, family, closeness, competence, financial security, and vitality. [Richard Jackim, The Ten Trillion Dollar Opportunity] One of the lead advisors primary roles is to help the owner assemble a team of specialists when, and as specific needs arise. [Richard Jackim, The Ten Trillion Dollar Opportunity] As your trusted advisor, AKT Business Transition Advisors stands at the center of your evolving business transition planning process. As a business owner, you can rely on the diverse talents and experience of the AKT BTA team and our strategic partners to help you proactively address your unique situation. Our vantage point allows us to take an integrated approach to planning by considering all aspects of your business, personal, family, legal, and financial situation. By engaging the right resources at the right time, we help our clients explore their options, prepare for the future, and meet their business and personal goals. AKT BUSINESS TRANSITION ADVISORS SERVICES & SOLUTIONS Management Consulting Business growth strategy and planning Board of Directors / Advisors formation and best practices Business operational and performance review Customer and vendor contract review Management team assessment Attraction, retention, and compensation of executive management Life and health insurance coverage analysis (individual and group) Executive coaching , issue resolution, and transitioning leadership Exit / Succession Planning Succession alternatives, plan, and timeline Due diligence preparation and risk mitigation Exit plan creation and documentation Compensation planning and key employee retention Company valuation Evaluation of purchase offer Contingency planning M&A Strategy M&A alternatives and evaluation based on business goals and growth strategy Acquisition strategy, tactics, and integration Market research Evaluation of potential acquisition synergies Acquisition financial due diligence Assessment of shareholder impact Financial analysis of acquisition target Financing alternatives Transaction closing process support and coordination Financial / Tax / Accounting Advisory Tax planning Financial modeling Audit or review financial statements Recast financial statements Model and evaluate deal terms Interim controller / CFO Company Ownership & Capital Structure Financing alternatives and capital structure evaluation Buy-sell agreement Recapitalization modeling Planning and execution of a merger, transfer of ownership, company sale, divestiture, or liquidation Connect owners with potential investors Personal Financial Planning Estate planning and transfer of wealth Determine retirement goals and requirements for financial independence Plan and develop investment strategies Select investments Select and manage specialized sub-advisors Evaluate alternative investments Develop tax efficient strategies Cash management and budgeting Investment portfolio analysis Stock option planning AKT BUSINESS TRANSITION ADVISORS - STRATEGIC PARTNERS Attorneys Business Brokers Investment Bankers Commercial Bankers Private Equity Firms Insurance Brokers Appraisers Recruiters Compensation Consultants Organizational Development Consultants Executive Coaches AKT BUSINESS TRANSITION ADVISORS TEAM Robert Stankavish, Director Scott Barchus, Principal Nancy Horton, Principal Mark Birge, Principal Jeanne Taylor, Principal Geoff Guilfoy, Principal AKT FAMILY OF COMPANIES AKT LLP provides audit, tax preparation and planning, accounting assistance and business consulting to clients in a range of industries. We design our client teams around your needs and with professionals who are specialists in your industry, whether its telecommunications, healthcare, agriculture or any other business type. AKT Wealth Advisors LP is a complete investment advisory service for high wealth individuals and pension plans. We provide investment management and asset allocation services, business transition consulting, and personal/estate financial planning. We have $420 million in assets under advisement. Our team includes 20 employees, of which nine are licensed professionals in Oregon. AKT Retirement Plan Services LP offers daily valuation pension plan services (Internet-based), pension administration and consulting. This includes plan design, administration, trust accounting, daily valuation recordkeeping and fiduciary consulting. We provide these services to over 250 clients across all industries, including for-profit and not-for-profit, in the western United States and Alaska. AKT Benefit Advisors LP assists employers with benefit packages for their employees and executive benefits for high level and other key employees. Our services include plan design, implementation, and annual review of benefits, and provide these to more than 400 businesses across all industries and based primarily in Oregon and Washington. WEBSITE STAGE 2 RESOURCES FAQs CASE STUDIES . Your Content Here | |
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