Our Merger & Acquisition Advisory Services:
- Sell 100% of the business to a third party strategic or financial buyer
- Sale of less than 100% interest
- Management buyout
- Redemption of ownership over time
- Finding financing to fund a one-time special dividend
- Positioning the business for a future event
Yellow Cardinal Business Succession Services will advocate on your behalf to keep your best interests in mind as you determine the best way forward for your business. Our team has the experience and knowledge to guide you through almost any situation. Combining that with First Financial’s strength and banking capabilities will allow us to continue to provide you excellent service along your entire journey.
Interested in deals we've done?
Our team
Take control of your succession plan and exit with intention and purpose. Contact us.
How can a succession plan help me?
Why should businesses consider succession planning?
Exiting your business can be daunting and emotional. It is important to take control of your succession plan and exit with intention and purpose. Our help is completely free, and we will answer your most important questions while providing you the guidance you need to prepare for the unexpected.
What to expect:
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Frequently asked questions
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.