We Write Strategic Exit Plans, Create Liquidity Events for Entrepreneurs, Facilitate Mergers & Acquisitions, Implement Management
& Partnership Buyouts, Structure ESOPs, and Coordinate Family Ownership Transitions
The
Optran
Group
provides expert business
advisory
and transactional services
for
owners of closely-held, middle-market companies
who wish
to:
Explore options for sale and transfer
Transfer the business to the next generation
Obtain tax-free treatment of sale proceeds
Capture equity value and convert it to cash
Ensure management succession
Protect family wealth
There is a proven, step-by-step method to convert your business equity to cash and exit on your own terms.
Optran provides training seminars, library access, and consulting to assist you with exit planning and implementation.
The Optran Group is an
Alliance Partner of Altegis LLC, offering a unique, proprietary
“Rolling Succession” benefit program exclusively to Large
Professional Partnerships & Corporations, providing funds for Partner Buyouts
and Key Executive Retirements
EXECUTIVE
BRIEFINGS: Maximum
Information
in
Minimum
Time
Fast-paced
two-hour breakfast workshops
cover
the essential
topics you must
consider
in order to
Explore options for sale and transfer 
EXECUTIVE
BRIEFINGS: Maximum
Information
in
Minimum
Time