Business Advisory

Corporate finance advice should be sought at every stage of an organization’s growth – whether you seek to reassess your strategic options, raise capital for investment purposes, grow your business through merger or acquisition, or realize its value through sale or restructuring.


We will work with you to identify potential acquisitions, conduct due diligence, and assist in negotiations and structuring.

Selling a Business

Our main responsibility is to protect your interests both in terms of the sale price and post-sale obligations. We will ensure that the deal is as tax efficient as possible, and coordinate with your legal adviser to minimize your exposure to warranties and indemnities. We can also assist in negotiations with prospective buyers.

Succession Planning

Business succession planning applies irrespective of whether you have family members looking to take over the business or not. One day you are going to need to exit the business, through retirement or sale. Succession planning covers the key steps to prepare you and your business for that moment.

Handing over your business to family members successfully can mean the difference between being financially sound for life or losing the value of many years of hard work and effort. Many family-owned businesses do not survive the transition from founder to second generation. Rather, they fall prey to either the estate tax or family discord. Developing and implementing a well-designed plan is essential to the long-term success of the business you’ve grown and developed.

In the event of selling the business to an outside purchase, Bunting, Tripp & Ingley can manage the process with you, as this can be a difficult undertaking for someone who may have never ventured into these waters before. It’s important to keep this concept in mind: Ultimately, for your business to truly be a realizable asset for you, you need to constantly be working on it with a view to selling it sometime in the future. Whether you do sell it or not is irrelevant. Keeping that frame of mind means that at least you will always be in a position to sell it and realize its true value, if you should ever want or need to.

People want to buy businesses that work, not businesses that are run by people that work, and work, and work. Succession planning is an ongoing, ever improving process and is just as much about working on your business as planning for the future.