Succession Planning
Rest assured that you have the information you need for a successful transition
Specialized Planning and Strategy for Your Business Succession and Transition
You’ve worked hard to build your business, and it’s a big part of who you are. No matter how great the selling price, how capable your successor, or how excited you are for the next phase of your life, change is hard. It’s important to have a team of advisors guiding you through the various aspects of business succession and transition.
You need financial information to make business decisions and move forward with confidence. That’s why we work alongside your attorneys, lenders, and other professional advisors to do so.
Examples of Succession Planning Components We’ve Worked On Include:
- Tax Implications of deal structure
- Estate tax consideration
- Building the value of the business prior to sale
- Assessing the ownership interest of key employees
- Educating key employees on transition from employee to owner
- Consideration of gifting or partial gifting to family members