Ownership Transition
All companies, no matter what stage they are in, should have a comprehensive, written plan for ownership transition, yet it is often one of the least considered aspects of the business. Our experts have helped hundreds of companies and firms evaluate their ownership transition options and develop the optimal plan for their unique circumstances.
Nationally recognized for our expertise, Dannible & McKee offers a team of accredited professionals who bring a wealth of knowledge to all aspects of valuation, ownership transition and financial consulting services. Our expertise ranges from developing internal ownership transition plans for closely held companies to ESOP feasibility studies for larger entities.
We employ proven strategies to mesh the goals of exiting owners with the goals of new owners, assuring continuity of the business without disruption or loss of value. Such strategies include corporate recapitalizations, non-statutory deferred compensation plans, stock redemptions and ESOPs.
Our list of valuation services includes:
- Internal Ownership Transition Plans
- Employee Stock Ownership Plans (ESOPs)
- Mergers and Acquisitions
- Equity-Based Compensation Plans
- Buy/Sell Agreements
- Shareholder Disputes
- Estate and Gift Taxes
Accreditations
Partners
![Deborah E. Finch, CPA/ABV, CVA, CDA, is a partner with Dannible & McKee, LLP, a principal with the consulting firm Dannible/McKee and Associates, Ltd.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Finch_Deb_web-1.jpg)
![Samuel M. Lyon, CPA, is a senior tax manager with experience in taxation and planning for individuals and closely-held companies.](https://www-dmcpas-com.b-cdn.net/core/uploads/2020/08/Lyon_Sam_web.jpg)
![Robert Reeves, CPA, CFE, is a senior audit manager providing audit, review, compilation and consulting services to a variety of clients.](https://www-dmcpas-com.b-cdn.net/core/uploads/2021/07/Reeves_Bob_web-1.jpg)
![Michael J. Reilly, CPA/ABV, CVA, CFF, CDA, is a tax consulting partner for the firm with experience in all areas of income and estate taxation.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Reilly_Mike.jpg)
![Nicholas L. Shires, CPA, is the partner in charge of tax services with more than 17 years of experience providing tax and consulting services to a wide range of clients.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Shires_Nick.jpg)
![Victor W. Vaccaro, Jr., CPA/ABV, CFF, CDA, is the partner-in-charge of assurance services and provides auditing, accounting and consulting services.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Vaccaro_Victor_web-1.jpg)
Managers
![Anthony J. Cerchia, CPA, is a tax manager with the firm.](https://www-dmcpas-com.b-cdn.net/core/uploads/2022/07/Cerchia_Anthony_website-1.jpg)
![Defocused corporate office conference room and corridor with glass walls background.](https://www-dmcpas-com.b-cdn.net/core/uploads/2024/07/Jasewicz_Josh_web-500x500.jpg)