YOU'VE worked hard TO GET YOUR BUSINESS TO WHERE IT IS TODAY, AND NOW YOU'RE THINKING ABOUT the future of the company. WHEN AND HOW DO YOU RETIRE? WHAT HAPPENS TO THE COMPANY? IT'S EMPLOYEES?

HOW DOES IT WORK?

When clients need help in succession planning, GFC works with the company's lawyer, insurance advisor, and banker, to review and analyze such basic elements of the business as organizational structure, shareholder agreements, the value of the business, management personnel, and company strengths and weaknesses. GFC advisors can then help implement the recommendations and suggest viable long-and short-term business strategies.

GFC's mission is to 'coach' our clients and their management teams to prepare for a leadership handoff, and to chart the transition itself.

Some examples of ways GFC has helped with ownership transfers include:

• Recapitalization strategies/options Employee Stock Ownership Plans (ESOPs)
• Structuring the transaction
• Gifting strategies and revised estate plans
• "S" elections
• Spin-offs of divisions into separate units
• Retention incentives for key employees
• Integration of life insurance products "Quarterbacking" the entire process for other key advisors
• Assisting the attorney in drafting the key documents

	Partners
	Gregory G. Bourgea, CPA	802 651-7211
	James L. Donohue, CPA, CFP	802 651-7250
	Michael D. Flynn, CPA	802 651-7222
	Michael S. Keller, CPA	802 651-7225