Internal & External Ownership Transition Consulting

Whether you want to transfer internally or externally, we have the expertise to professionally complete the transition. Numerous internal and external ownership transition engagements have been completed.
Ownership Transition Focus:
– Personalizing to meet your specific needs
– Internal – Planning and Implementation
– External needs – Purchases, Divestitures, Sales, Integration

Internal Transition Consulting

Proactively addressing ownership transition involves both business and personal issues. Properly planned ownership transition is crucial in assuring present and future owners obtain what they deserve. It must not be a reactionary exercise that is instituted just prior to retirement of present owner(s). Any company that does not have an appropriate ownership transition program is at risk of losing key employees. The loss of such employees may undermine established relationships with clients and the technical and managerial capabilities needed for the company to succeed in the future. This could result in the unwanted but forced sale or merger of the company. Lee James & Associates can assist in assuring such issues are fully addressed.

Internal Ownership Transition Click the icon to download our Internal Transition Consulting Flyer

Representative projects include working closely with leadership in determining their needs and desires for transferring ownership to others within their firm.
– Establish process to successfully transfer ownership to other leaders in the firm.
–  Projects are personalized to the individual needs of the client.
–  Confidentiality agreements are completed before the start of work.
Example services include:
– Review of past years’ financial statements, tax returns, current year plans, backlog, future financial projections and other relevant company data.
– Meeting with the present and prospective owners to determine their wants and needs.
– Valuation work is performed to determine the “fair value” of the Company.
– Projections for several future years are usually completed to assess the reasonableness of the present and future ownership transition plan.
– Drafting or review of Buy/Sell agreement to determine needed changes and coordination with legal counsel.
– Addressing levels of ownership and threshold levels.
– Questions and answers for prospective owners.

External Transition Consulting

Buying or selling a business is one of the most crucial financial transactions of your life. As a business owner, you probably have, or will have, a good portion of your assets in your business or professional practice.

When the time comes to buy or sell a business, you need the best representation possible. In what can be a confusing and sometimes difficult process, it pays to leave as little as possible to chance. With the help of Lee James, a CBI professional, you can navigate unknown territory with ease. 

External Ownership TransitionClick the icon to download our Internal Transition Consulting Flyer


We have assisted, brokered, managed and completed numerous transactions in a number of industries. Examples include companies in engineering, distribution, retail and professional services.
– Assisting in leading you through the acquisition process.
– Researching and providing independent information on candidate firm.
– Analyzing financial information and, if needed, recasting information.
– Developing projected financial information and impact on your company.
– Assisting in developing and/or reviewing letters of intent, definitive agreements, etc.
– Participating in due diligence review.
– Negotiating the transaction.
– Working with legal counsel, accountants, & other professionals, as needed.

Divestitures, Sales and Mergers

– Researching and providing independent information on purchasing firm.
– Recasting financial information.
– Projecting future revenue and profit.
– Positively differentiating your company.
– Develop strategies to assure proper pricing, terms & conditions of agreements.
– Assisting in reviewing offer letters, letters of intent, definitive agreements, etc.
– Working together in developing negotiating strategies.
– Preparing for due diligence process and assisting in completing process.
– Working with legal counsel, accountants, & other professionals, as needed.
– Structuring payment timing and terms that meet your needs.

Integration Consulting

– Plan the process and develop a proactive integration team.
– Immediately building strong communication process for all involved.
– Positively introduce new organization.
– Build excitement and communicate why this is the right decision.
– Understand and communicate systems, processes, procedures, etc.
– Interviewing people throughout the organization.
– Timely recognize and resolve problems.
– Prevent future problems.
– Minimize loss of talented people.
– Establish baseline of feedback and information.
– Affirm what is working well.
– Provide confidential feedback to management.