Business Valuation: Opening Doors at Every Stage of Ownership
Industry
Wealth Management & Exit Planning
Challenge
Business valuation conversations can support owners at different stages, from planning an employee transition to weighing an outside offer. Brian Eder and his team at OnePoint BFG work with business owners across those stages.
Results
With one shareholder, OnePoint used RISR to estimate a $30–36 million business value and consider it alongside a $7 million net personal wealth goal. The team is now engaged with all four owners to understand where their plans may align.
About OnePoint BFG Wealth Partners
OnePoint BFG Wealth Partners provides wealth management, retirement planning, investment advisory, estate planning, and financial guidance for business owners, executives, and families.
The Challenge
Across stages of business, valuation is a main driver behind important, impactful decision making. Brian and his team at OnePoint BFG work with business owners at various stages, recently helping one set of owners consider an employee transition, and advising another on whether to accept an outside offer. Those decisions call for an understanding of the business' value, as well as the people behind the business.
That same owner-first approach matters before a transaction is on the table. In an ongoing engagement with a four-shareholder company, OnePoint already advised two of the owners. Each shareholder had separate goals, but the partners had not yet explored where those goals might align.
The Solution
For the owners considering an employee ownership transition, OnePoint began with their personal financial plan. The team found that the owners did not need to seek the highest possible sale price to support their intended lifestyle. That gave them room to pursue an internal transition. OnePoint worked with corporate counsel and tax specialists to structure the transition and help three key employees become owners.
In the separate four-shareholder engagement, OnePoint and one shareholder established a $30–36 million range for the business using RISR, depending on the industry code used. The team considered that range alongside the $7 million net amount the shareholder needed for a personal wealth goal.
Those numbers gave OnePoint a concrete starting point for deeper planning conversations with the other owners. The team is now engaged with all four shareholders about their separate goals and where they may align. The valuation was a starting point for discovery, not a completed exit plan, but it allows the owners and advisors to begin shaping a cohesive path forward.
The Results
These engagements show how concrete numbers can connect business value to owners’ personal goals and open broader planning conversations:
OnePoint used RISR to establish an advisor-reported $30–36 million business valuation range.
The team considered one shareholder’s $7 million net personal wealth goal alongside the value of their business stake.
The team is engaged with all four shareholders about their goals and where they may align.
In a separate employee ownership transition, OnePoint helped facilitate a 12% ownership transfer to each of three key employees in the first year.