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.