Business Owner Services | Zeller Kern Business Advisors

Zeller Kern Business Advisors provides the expertise, structure, systems, and leadership that owners need to maximize the value of their life’s work. We also have strong relationships with other professional business consultants to help in your journey.

Business Value Growth Planning

• Increase enterprise value

• Improve EBITDA quality

• Strengthen financials and KPI’s

• Build transferable systems and leadership depth

Exit Readiness & Succession Strategy

• Determine optimal exit (There are several ways to exit)

• Reduce business risk

• Address owner dependency or centricity

• Prepare for internal or external transition

• Determine optimal timing

Pre-Sale Tax & Deal Structure Planning

• Legally reduce taxes on exit

• Coordinate with CPA and legal teams, and other resources

• Evaluate entity structure and strategies

• Design an optimized plan for managing the proceeds

M&A, CPA, Attorney, Collaboration

We enhance – not replace – your existing advisors.

We coordinate the team, align goals, and prepare the owner for the sale well before the transition.

Tax Reduction Considerations

Tax reduction strategies or guidance for reducing taxes at the corporate and personal levels.

Increase or strengthen key employee loyalty

Design and implement strategies for retaining key employees during the company’s growth stage and after the exit.