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Business Owner Solutions

Business Owners face a multitude of questions
when the time comes to selling their business:

What structure provides the best outcome for me – private equity, a strategic buyer, or an ESOP?

How do I obtain maximum value for my business?

Can I retain control for a period of time post sale?

How do I pay the least amount of taxes on the sale?

How do I best benefit family as well as valued employees?

Each question is unique to you. We’ll help you find the answer.

As part of this process, we also focus on
the next step of their liquidity event:

Charitable
Giving

Estate
Planning

Long-range
Financial Planning

Among the exit strategies we explore and help to execute, we have an expertise in ESOP programs, which often represent the best possible solution for a privately held company. In addition to the tax advantages, an ESOP solution allows an owner to sell their company yet still retain control, typically for five to seven years. As part of our service, we recruit the team needed for the program, including the investment bank, attorney, etc., and coordinate everyone’s participation in creating a winning solution.

What We Offer

We explore exit options for owners, including a private equity backed acquisition, ESOP, or identifying a strategic buyer.

We propose solutions that address concerns regarding family dynamics and business heirs.

We ensure coordination of estate planning considerations due to the impact of liquidity events.

We create cash flow solutions to resolve liquidity issues.

We focus on optimizing enterprise value.

To learn more about ESOPs or to have a no-obligation conversation about your questions and concerns about the future of your business, please contact us today.

Gerry Spitzer CEPA, CPA, CPWA, CRPC

[email protected] |(850) 655-6501

Connect With Us

Message From Our Founding Partners

We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Questar Capital Partners. Questar will have one singular focus: the ultimate success of our clients.

We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Sanctuary Wealth and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Questar will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.

In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Questar will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.

We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.

Richard Reyle

Gerry Spitzer