Helping Owners Build a Better Path to Freedom
Leverage the experience of our experts to help you build value, transition ownership, and navigate major transitions in your business. We have seen how leaders build value and how it can be destroyed. We have seen what it takes for ownership transitions to succeed and what makes them fail. Let us put that insight to work for you.
Learn more about each of our consulting service areas below.
Our Selection of Ownership Planning Services
Ownership & Succession Planning
All private companies have one thing in common, someday, ownership will have to change hands. We help owners plan long in advance to make sure that transition happens on their terms, while preserving value and business continuity.
Building Lasting Value
In our valuation work with thousands of companies, we have seen patterns that recur among the truly great companies that build lasting value. Let us help you instill those best practices in your organization.
Family Business Services
Family businesses are different. We know because we are one. Founded by Rick Adamy in 1979, and now led by his son Nick Adamy, we have been through our own ownership and leadership transition.
We have helped hundreds of other family businesses navigate ownership transitions, family business disputes, management incentive plans, and strategic growth plans. We partner with your other advisors to bring a financial and strategic perspective along with empathy and pragmatic solutions.
M&A Consulting
Adamy’s experts help people buy, sell, and merge companies. We help owners navigate the strategic, financial, and practical aspects of a deal. We leverage our experience with thousands of deals to help clients reduce risks and avoid unwanted surprises.
EOS Company Services
Does your company run on EOS? Ours does. By speaking the same language and having walked in your shoes, we can leverage our valuation expertise to help align your EOS strategy to build lasting value.
Related Insights
Ownership Planning Services
Your Baby is Probably Ugly
Here's a dirty M&A secret: Most businesses that go to market never sell. Various sources estimate that 60-70% of businesses marketed for sale never close. What does that mean for most business owners? Two big things: 1.) Talk of "market multiples" reflect a huge...
The Big One: Why Selling Your Business Isn’t Just About the Numbers
As a business owner, there are decisions to be made every day. The scope of these decisions is massive, ranging from personnel changes and vendor relationships to process improvements and go-to-market strategy. And then there is the Big One – the one that shapes not...
The Decisions That Quietly Kill Succession Plans
Every business owner will eventually face the question of succession. Most assume there will be plenty of time to figure it out later because the business is running well and retirement may still feel years away. One of the most common challenges is timing. Succession...
