Ownership HandoffTM

The Modern, Seller-First Path to Passing Your Business On

The Ownership Handoff™ program lets owners sell the majority of their business now and the balance later, to a vetted military veteran successor. The successor first joins your company as an employee. Once they are working in the business, SBA rules allow a staged sale rather than an all-or-nothing exit. Folla Advisors has built a structured process around that path, which lowers cost and shortens the time it takes to sell.

Fun Fact:

Most sellers have never sold a business.

They are as new to the process as the buyer.

The choice is yours between a balanced, shared-risk approach or traditional adversarial approach.

Ownership HandoffTM

A streamlined way to transfer ownership of your business to a vetted military veteran who's ready to continue your legacy and has the leadership ability to succeed.

Seller-first exit path.

It provides a seller-first exit path for passing on your business. This means the entire process is designed with the goals and priorities of the current owner in mind.

Sell a majority now, the rest later.

You interview vetted veteran candidates and select one. Service credentials, leadership record, and business skills are validated before you ever meet them. Your chosen successor then joins the company as an employee and works alongside you before any ownership changes hands. You see how they operate, they learn the business, and neither of you is guessing at closing.

Select the buyer.

Our unique process ensures a smooth, cooperative transition to a vetted military veteran successor. Validated service credentials, successful leadership experience, and business skills. You interview vetted candidates, select one, and then transition your business to a veteran. Leave it in good hands.

Less time. Less cost.

A structured method removes the inefficiency that inflates the cost of selling. The structure also carries a direct savings, like the SBA requirement for a lender-ordered Quality of Earnings report on acquisitions of $3 million or more, lower legal costs, and other savings for both sides.

About Folla Advisors

Too many owners struggle to sell on fair terms—wasting time, losing value, and watching deals fall apart. The Ownership Handoff program streamlines your exit and ensures your business transitions to a qualified buyer who preserves your legacy.

Office: 3722 Shipyard Boulevard, Wilmington, NC 28403

Call 910.999.9884

Folla Advisory Services is a D.B.A. of JumpToc Services, LLC. This website is operated by Folla Advisors. Any services associated with raising capital for an acquisition we may facilitate are conducted by Folla Capital, LLC, an SEC-registered broker-dealer and member of FINRA. Neither Folla Advisory Services nor Folla Capital, LLC provides investment advice or makes investment recommendations; nothing on this website should be construed as such.

Program structure reflects SBA SOP 50 10 8.1, Appendix 15 — 7(a) Changes of Ownership, effective October 1, 2026. Last reviewed September 15, 2026.

Folla Advisors is a business advisory firm and is not an SBA lender. Eligibility, transaction classification, and loan approval are subject to an SBA determination of qualification and to the credit decision of the participating SBA lender. Nothing on this site is a commitment to lend.

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