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Valuation and transition planning for a
senior living provider


The owner of a complex, family-owned, Senior Living business wished to transfer operational control of the business to his son. He needed to generate sufficient liquidity to meet his own retirement expenses without placing a financial burden on the business.


BerryDunn consultants:

  • Performed a valuation analysis to determine the financial scope of the business interests
  • Developed pre- and post-cash flow projections
  • Compared the financial impacts of alternative exit strategies
  • Explained the impact of taxes on the various exit options


The retiring owner exited the business through a combination of gifts and the sale of an ownership percentage that allowed for the continued success of the ongoing family business while providing sufficient liquidity to support the owner’s anticipated retirement lifestyle.

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