Flores and Foley Roofing, a reputable roofing company established by Peter Foley and Rene Flores, has been providing exceptional residential and commercial services for new construction and repairs for over two decades. However, as the years passed, Peter contemplated retirement, prompting him to seek assistance from our firm in creating an exit plan.

The carefully crafted plan presented two viable options: selling the company outright or having Rene purchase Peter's shares. After thorough deliberation involving both partners, the decision was made for Rene to acquire Peter's stock.

Given the company's size and complexity, numerous aspects required negotiation, including the valuation of Flores and Foley Roofing, the terms of payment, and the transition process. Our consulting firm acted as a third-party advisor and mediator, facilitating open and constructive communication between the partners.

Through our expertise in business negotiations and succession planning, we assisted in resolving potential conflicts and ensured a fair and equitable outcome for both parties.  Ultimately, with our guidance, Flores and Foley Roofing successfully navigated the transition phase. Peter retired, secure in the knowledge that his legacy would be carried forward by his capable partner, Rene. Rene assumed full ownership, excited to lead the company into the future and continue providing high-quality roofing services to their valued customers.