Realizing Value Through Critical Transitions

Options. Preparations. Transactions. Strategic counsel is vital when preparing for transition. Whether you are getting ready to acquire a competing business, preparing for an eventual exit from management or executing a succession plan, Platinum Group can provide the help you need. As advisors to family owned and other privately held businesses for more than three decades, we have assisted with a wide range of critical transitions.

  • Options. Business owners, sometimes after decades of building their organizations, ask, “What now?” Platinum guides owners to assess strategic options with close attention to detail. Is performance improvement or an acquisition needed prior to considering a transition? Is a management succession plan or interim management part of the answer? Many business owners participate in our monthly transition breakfasts to gain a fresh perspective from other owners’ experiences. And Platinum’s proprietary BizBridge™ tool helps owners establish a transition roadmap.
  • Preparations. Platinum works closely with owners to prepare businesses for sale. We provide hands-on assistance to improve cash flow, executing strategic roll-ups, building a next-generation management team and even facilitating family councils to discuss the future of the business and the wants and needs of family members.
  • Transactions. Whether you want to acquire or sell a business, Platinum offers the financial savvy, technical strength and resources to help you structure and facilitate a transaction. Understanding and knowing how best to leverage your side of the equation can make all the difference in realizing the value you have worked so hard for over the years. That’s why clients say “Platinum has been around the block,” offering seasoned experience backed by testimonials of trust and credibility that results in realizing that value.

Transition Expertise

Platinum Group has significant experience in successfully helping companies in need of transition services. Below are a few resources which demonstrate this expertise.





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