Succession Advisory & Planning

Comprehensive Approach to Ensure Continuity

Why It Matters

You’ve worked hard to build and grow your business. What happens when you’re no longer at the helm? Succession planning ensures continuity and mitigates risk in the event of a planned and gradual transition or an emergency change or crisis.

A comprehensive and well-structured plan for your company’s succession of ownership offers peace of mind to you, your team, your clients, and your family.

It’s important to identify the right next step for your business, whether that means transitioning to a family member, existing partner or employee, an external sale, or liquidation.

Our team can collaborate with you to evaluate options, prepare for the transition, and facilitate ownership changes when the time comes. Because we understand your needs and have experience with options for next steps, we can create a personalized plan that aligns your business, personal retirement, and family goals.

Services

• Business Valuation
  • We evaluate your business’s assets and liabilities to determine the best options for you and the company moving forward.
• Financial Planning
  • We establish a plan to ensure the financial solvency of the business and your personal finances through the transition.
• Tax Strategies
  • We review your options and establish a roadmap to complete the transition with minimal tax implications.
• Retirement Goals and Strategies
  • We listen to your long-term plans to develop effective plans to make sure you reach your goals and enjoy your retirement.