Process: Canal Capital worked with a number of our professional partners to determine the value of the business. Because the current market environment is so strong (low interest rates and heavy demand from Private Equity), it made sense to offer the business to both private equity and strategic buyers.

Because Canal was engaged before the sale, we were able to minimize taxes on the eventual sale. We also designed a more effective and efficient estate plan which will have a major impact on the next generation.

Canal Capital Management began by helping the couple draft a comprehensive Business Transition Plan which detailed the distinct steps needed to reach their goals. Through our unique process, we facilitated a family meeting to outline the elements of the estate plan. Then we worked directly with the clients’ accountant and attorney to put the plan into action. Below are some of the specific details:

Engagement:

Case studies presented are based on actual clients, however, some of the information may have been changed or altered . These studies are provided for educational purposes only.  Similar, or even positive results, cannot be guaranteed.  Each client has their own unique set of circumstances so products and strategies may not by suitable for all people.  Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms’ investment advisory services.