a successful transition tomorrow
As a business owner, you face important decisions every day about how to drive long-term value and the best way to maximize your largest asset—your business. UBS client research tells us some important truths:
- On average, non-financial assets account for nearly two-thirds of business owners’ total assets.1
- 65% of owners are not familiar with all of their exit options
- 83% of owners have no written plan, while 48% have done no planning at all
- Even for owners who decide to pursue a sale… 80% of those below $50mm in revenue and 65% of those above $50mm in annual revenue are unsuccessful.
At Demarco & Associates We understand the competing priorities that most business owners are juggling. As a Financial Advisor with the Certified Exit Planning Advisor (CEPA) designation, Rich DeMarco can help you align your business, personal and financial needs well in advance of a sale or succession.
His experience working with dental practice owners and energy company leaders has given Rich a clear insight into the need to build business value so that you can maximize your options and transition when you are ready. Rich can advise you on all of your exit options. He collaborates with a seasoned, multidisciplinary team of professionals to support your continued success. In addition, UBS offers a network of boutique investment bank partners who can help with a full or partial sale, as well as a vast array of investors and lenders to assist with capital raises for growth and expansion.
The full life-cycle of your business
Dental practices
Should you acquire a competing dental practice? How can you finance continued growth? What are your options for selling your practice and retiring
As a medical professional, you face complex financial decisions about your practice and your family. We have experience in working with dentists at every stage of their business lifecycle. Rich DeMarco is a member of the Maine Dental Association, a member of the New Hampshire Dental Society and an active contributor to the Association of Retiring Dentists. He can help you design a plan to retire on your own terms and seek to maximize the impact of your liquidity event.
Energy companies
What is the best way to transfer ownership to the next generation? How can you ensure that children who don’t work in the business are treated fairly?
Rich DeMarco is a member of the Energy Marketers Association of New Hampshire, the Maine Energy Marketers Association and the Propane Gas Association of New England (PGANE). Our team knows how to address the concerns that owners of fuel and energy companies face. We can connect you with industry resources and share best practices from our own experience working with other companies.