Family Business Advisory

Preserving Legacy While Transitioning Ownership

Your family business transcends traditional corporate metrics — it represents your legacy, your employees’ livelihoods, and your community presence. Continuity and generational succession may be the preferred path for many families, yet when circumstances point to an M&A transaction, Mirus is uniquely positioned to help. Critical concerns demand expert guidance: Will new owners honor what you’ve built? How do you protect longtime employees? Can you find stewards who value the relationships that made your business exceptional?

Our expert team has represented over one hundred family business owners. Mirus President Andy Crain has lived your journey: he owned, operated, and sold his 5th generation family business. We understand the emotion of a family business transition, and we understand family business transitions transcend price maximization. It’s about identifying the right steward for what you’ve created. 

We help you define what matters most beyond financial metrics, then structure comprehensive processes that deliver on those priorities while achieving your financial goals. Our pre-sale planning addresses tax optimization, non-compete agreements, customer contract transitions, and key employee retention.

Our rigorous sell-side advisory processes drive maximum valuations while delivering what matters most to you. Whether securing financial independence, ensuring employee continuity, or finding partners who respect your company’s culture, we create valuable options to achieve all your objectives.

We understand the stakes when valuing family businesses for estate tax filings and gift transactions where accuracy directly impacts tax liability and family wealth preservation. 

We provide strategic guidance for families exploring succession options, partial liquidity solutions, and governance structures, enabling smooth transitions between generations. 

Our advisory services help expand the pathways available for leadership transitions, ownership transfers, and liquidity events while maintaining the values and vision that built the family business. Our proactive approach delivers the successful completion of complex transactions without costly delays. 

Family legacy deserves specialized expertise.

Industry-Focused Expertise

What Clients Are Saying

“We couldn’t have closed the transaction without Mirus’ help and guidance. After running Sassafras for nearly 35 years, we thought we understood what it took to sell a company — but we underestimated the complexity, workload, and sheer determination required to get to a successful outcome. The Mirus team was a trusted partner and advisor to us throughout, and we could not be more pleased with the outcome.

Julian Devlin, President and Mark Valence, Co-Founder & CTOSassafras Software

Let’s Start a Conversation

Discover how Mirus can increase value and drive success for your family-owned business.

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