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Ownership Transfer

what we offer

  • Management succession planning, capital preservation strategies, execution compensation and more
  • Valuations and fairness opinions
  • ESOP planning and advisory

how you benefit

FMI’s approach to ownership transfer is relationship-oriented. Our professionals consult with clients on an individual basis to ensure their goals and unique circumstances are addressed in the design and implementation of an effective ownership transfer. Everything we do is conducted in a manner to minimize disruption for smooth succession.

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"They’re good people. They’re knowledgeable and they’re connected in the industry, and they have good solid processes."

- President, Building Products Manufacturer

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