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


National Association of Certified Valuation Analysts (NACVA)