(307) 222-3861

M&A Advisory Services | Business Loans

Popeye Plans | Tax-Efficient Internal Ownership Transfers | Co. Buy Sell
PROPRIETARY • CONFIDENTIAL STRATEGY SESSIONS

Stop the Great Legacy Theft.
Transfer your business at the highest multiple — without forcing your kids or key players into debt.

Popeye Plans are a proprietary F-reorganization strategy designed exclusively for S-Corp owners 55+ with $3M+ in revenue who want to transfer ownership to family or trusted team members on their own terms.

Zero buyer personal cash required
No bank loans needed
Superior tax efficiency
S-Corp owners 55+
$3M+ annual revenue
Family & key employee transfers
Highest valuation multiples
THE REALITY MOST OWNERS FACE

The Great Legacy Theft

Most advisors only present traditional exits: sell to private equity, sell to a competitor, gift to children (if they can afford it), or keep working because retirement doesn’t pencil out.

The result? Owners leave millions on the table and successors are either burdened with crushing debt or the business never transitions cleanly.

What Popeye Plans Deliver

A modern, capital-efficient path that puts you in control.

Highest Possible Valuation Multiples

Achieve the premium exit value you deserve in an internal transfer — often outperforming traditional outside buyers.

Zero or Minimal Upfront Cash from Buyers

Successors step into ownership without draining savings or taking on personal loans.

No Bank Loans or High-Interest Seller Financing

Eliminates the debt burden and unfavorable tax consequences that sink most internal transfers.

Superior Tax Efficiency

Structured as a tax-free F-reorganization with market share redemption mechanics that protect more of your wealth.

You Maintain Full Control During Transition

Stay in the driver’s seat while the business funds the redemption on your timeline.

Retire on Your Terms, Faster

Clean exit that lets you step away with maximum value and your legacy intact inside the family or team you trust.

How Popeye Plans Work

A tax-free F-reorganization creates a new ownership framework that supports a Market Share Redemption — allowing you to transfer the business at full fair market value while the company itself helps fund the transition.

CONFIDENTIAL • NO OBLIGATION

Ready to explore if Popeye Plans fit your situation?

Book a private strategy session with our Share Redemption Team.

This is not tax, legal, or financial advice. Results vary. Consult your own qualified advisors.

Navigating Transactions, Maximizing Potential

M&A Advisory Services For Privately-Held Businesses

© 2026 Co. Buy Sell - All Rights Reserved

(307) 222-3861

30 N Gould Street, STE R

Sheridan, WY 82801