For Management Buyout clients, Upton's services usually are much broader. These often include the following:


  • Assistance in formulating the buyout plan;

  • Advice on alternative options, should it be necessary;

  • Managers and owners requiring liquidity or to buyout non-active owners;

  • Presentation of the buyout plan to the various stakeholders, i.e. the Board of Directors, shareholders, lenders, property owners, suppliers, etc.;

  • Assistance as requested in negotiating the price, terms and conditions of the transaction;

  • Assisting with acquisition financing, if required;

  • Organization of the process through to the close.

California Office
Office: (707) 523-9651

Fax: (215) 344-3711
131-A Stony Circle, Suite 500

Santa Rosa, CA 95401

CA BRE License 01240875

Arizona Office

Office: (480) 666-5556

Fax: (215) 344-3711

7373 E Doubletree Ranch Rd, Ste 200

Scottsdale, AZ 85258

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