Ownership Transfer

FMI has assisted hundreds of construction-industry firms in solving the complex issues associated with ownership transfer. These issues include risk, valuation techniques, management succession, capital, compensation and many more. FMI has partnered with family and nonfamily businesses of all descriptions and sizes throughout the United States.

The goal of our service is to help contractors provide for the continuity of their businesses with minimal disruption to their organizations.

We accomplish this by:

  • Identifying corporate and personal objectives
  • Providing perspectives on valuation
  • Recommending appropriate ownership-transfer alternatives
  • Evaluating management successors and suggesting action steps for the transfer of leadership and management responsibilities
  • Outlining the primary means of addressing contingencies, including buy-sell agreements, insurance and estate-planning issues
  • Working with the client and their advisors to implement the plan

FMI's approach to succession planning is relationship-oriented. Our professionals consult with clients on an individual basis to ensure their goals and unique circumstances are addressed in the careful design and implementation of an effective ownership transfer and management succession plan. As clients' needs dictate, we can offer the knowledge and experience of our other consulting and investment banking practices.

For more information about FMI's Ownership Transfer services, please contact Will Hill at 303.398.7237 or Chris Daum at 919.785.9264.


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