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.

Take the First Step Towards Planning Your Succession

1

SCHEDULE AN APPOINTMENT

2

ALLOW US TO CREATE A CUSTOMIZED PLAN FOR YOU

3

MOVE YOUR SUCCESSION PLAN FORWARD WITH THE HELP OF A WELL-ROUNDED TEAM OF ADVISORS

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

It’s Never Too Early To Begin Planning Your Business Succession or Transition

Not Sure Where to Start? Download our 5-Step Guide to Creating Your Succession Plan