Change the Way Your Clients Think About Exit Planning

Change the Way Your Clients Think About Exit Planning

This article was contributed by the experts at BNY Mellon Wealth Management For many business owners, the term “exit planning” has a negative connotation. As a result, they often wait too long to start preparing, which makes the ultimate transition difficult—or worse, unsuccessful. As advisors, we can help business owners overcome this challenge by changing […]

Private Equity and Exit Planning: See it in action

Private Equity and Exit Planning: See it in action

KLH Capital Debuts Video Series to Demonstrate How Private Equity Can Support an Owner’s Exit Strategy


KLH Capital has launched a video series providing exit planners and company owners an inside look at the firm’s culture and how a partnership with KLH can support an exit strategy through a recapitalization or internal sale to key managers or family members.  The 4-minute videos feature a KLH company partner and how they accomplished their personal goals through a private equity partnership with KLH.

Recapitalization Video:  Hal Kersey, CEO of MidState Machine and Fabricating Corp, shares how a tragic car accident caused him to reflect upon his company’s long-term vision and address his exit plan.  He decided to “take some chips off the table” and diversify his wealth through a recapitalization and give equity ownership to key managers as part of his succession plan.

Management Buyout Video: Nick Trahan and Shane Daigle, key managers at Atchafalaya Measurement, explain how KLH helped them buy the company they were running when the owners offered them the opportunity to purchase the business.

Family Succession Video:  Robbie McWilliams, CEO of Federal Resources, discusses how the success of his family’s business created tension for the business and the family. Ultimately, a partnership with KLH resolved those issues and provided the capital and strategic advice it needed to accomplish even more growth.

An investment by KLH Capital allows business owners to diversify their wealth, create a succession plan, and grow the value of their companies.  “We hope the videos inspire entrepreneurs to consider KLH Capital as a pathway to accomplishing their ideal exit,” explained Kyle Madden, Partner at KLH.  “We believe that people and culture are the most critical factors to success and hope the videos give business owners and entrepreneurs a sense for our collaborative, supportive approach, as well as our core values.”

If you have a situation you would like to discuss with KLH, please don’t hesitate to call Kyle Madden (813-397-1281) or Ron Moore (813-397-1283).  We are happy to review the opportunity and see how we can help.


KLH Capital is a fully capitalized SBIC private equity fund managing $320 million across three funds.  We make majority and minority equity investments in value added distribution, specialty service, and niche manufacturing companies based in the U.S. with at least $10 million of revenue and $2 million of EBITDA.  During our nearly 30-year business tenure, we have completed more than 130 transactions giving us the experience and background to successfully nurture growing companies and create value for owners.

Meet the 2017 Exit Planning Summit Title Sponsor: BNY Mellon Wealth Management

Meet the 2017 Exit Planning Summit Title Sponsor: BNY Mellon Wealth Management

EPI is pleased to announce and introduce the 2017 Exit Planning Summit Title Partner: BNY Mellon Wealth Management BNY Mellon Wealth Management clients represent some of the most successful individuals, families and institutions around the world. We focus on protecting and growing our clients’ wealth through customized strategies and services. An important aspect of wealth protection […]

(c) 2017 Exit Planning Institute
The Authority in Exit Planning and Value Acceleration

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