Do I Deserve the Best?

A 5 Year Time Frame; What Comes Next

It has not been easy, the past year or more. I have struggled to support you and your staff and worried about what the pandemic has done to your ability to retire or step down. We have been through a lot together. Now, we both deserve the best results we can have!

The first step is to have a deeper understanding of where your business is today compared to 2018, 2019 and 2020 relative to your industry and market. A clear understanding of wants and expectations of the owner and adult children informs meaningful conversation about which options. Timing and full results take an average 1.5 to 3 years to get revenues and bottom line to where the owner wants them to be.

A Capital Asset Is A Specialty Focus with Unique Requirements

Larger private businesses are less often sold and more likely to be involved in M&A event or to be held longer term by the family as the principal source of revenues for everything else.

Here are the most traditional and nontraditional options for a business transaction:

1) a Merger or Acquisition

2) Full Sale

3) a Partial Sale

4) a Two-Step Monetization

Do You Understand Your Choices?

Most businesses are likely to need capital to scale size or revenues or to diversify company stock or to buy back minority shares. In a comprehensive plan, however this is one step in the process of achieving your objective.

A knowledgeable expert at the inner workings of an operating private business can, with understanding of how to leverage higher revenues while also growing the bottom line of the business is key to scale size and revenues to accomplish your objectives.


A team will consist of business advisers, capital markets , valuation and risk managers to serve specific activities to work in conjunction with ‘Us and your team to achieve your revenue and size objectives.

Then a search for a replacement CEO or management team with specific skills and demonstrated track records can began.

Stock transfers in trusts are, for larger private businesses, extraordinarily complex for most trustees and trust companies. This will also take a team of investment, wealth, trust and tax professionals to collaborate and expand knowledge and skills in both directions.

In summary, if a leadership transition is in your 5-year time frame, now is the time to start an exploratory conversation with ‘Us.

Also, for the firm you work with, the more we do, the more we engage with firm talents and firms’ products and services to augment ‘Us, revenues grow and so too, will revenue sharing with the firm

As the asset owner do results matter to you? They matter to ‘Us as well.




Robin is CEO & Founder of Privat’Us and Our Family, Our Wealth, the two ends of a Leadership Transition the business and Owner/ stakeholder wants and interests.

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Robin Coady Smith

Robin Coady Smith

Robin is CEO & Founder of Privat’Us and Our Family, Our Wealth, the two ends of a Leadership Transition the business and Owner/ stakeholder wants and interests.

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