● MERGERS AND
       ACQUISITION

    ● CORPORATE
       FINANCING

    ● STRATEGIC        CONSULTING        SERVICES

    ● SUCCESSION                   PLANNING      
       (MBO/MBI)

Business succession planning is a critical stage of a company's life cycle. Riocap advisors are familiar with the dynamics and particular considerations related to passing on a company to family members or to key employees. Our counsellors can play an important role and facilitate succession by helping the various parties to gain a common understanding of the various alternatives.

Establishing a succession plan is a complex and delicate process that must be undertaken as early as possible. Preparing a succession plan early on is a key factor in determining both the success of the company that must pursue its growth and the shareholder who hopes to ensure financial autonomy. We make it our duty to pay close attention to our clients’ objectives and wishes, as they have devoted great effort and numerous years to the growth of their company.

The stages of the process may include:

1. Developing a succession plan illustrating the various alternatives.
2. Providing strategic advice to owners and shareholders for effective decision making.
3. Working closely with your specialists, lawyers, accountants and key staff members to ensure a macro perspective when implementing the succession plan.
4. Elaborating financing solutions that allow cashing out the complete or partial value of a client’s company.
5. Coordinating various aspects including corporate restructuring, taxation, shareholders' agreement.

The successful completion of a succession greatly depends on identifying the best successor and integrating him or her at the right time. Often, this type of transaction is highly beneficial for both the outgoing shareholder and the successor.