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Most owners of stock from an IPO or stock in a closely-held company will regrettably ignore the potential consequences that death or disability could have on their 3 Circles.

Stock restrictions, lack of marketability and economic cycles can all conspire to bring financial distress to the best holdings. BMI Consulting has fashioned creative buy-sell agreements that allow senior management the ability to protect their equity, build liquidity and still maintain control for any period they deem necessary.

Many times, Senior Management needs to retain key executives, design an acceptable exit strategy or prepare for the inevitable risks of life - death or disability. BMI Consulting has assisted families in recent consulting projects in their efforts to pass the company to their children, sell their company to key management or market their company to third party buyers.

Visit the other sections of our Web Page and review the thumbnail profiles of recently completed consulting assignments. If you see one that fits, you may want to talk with us further. BMI Business Consulting Case Profiles.


There is no such thing as "new money." Most successful sellers buy themselves out of their own company. They have been artificially focused on the 10% problem but often have overlooked the 70% problem, until it is too late. Every successful business succession plan occurred because the seller was independent of the transaction.

  Telephone 888-264-7658 // Fax 949-900-0096 // Address 15520 Rockfield Blvd., Suite G Irvine, California 92618 Host Argentina