Business Succession Planning

When it’s time to retire or move on to the next challenge, it is important to have a plan. We can help in the evaluation of succession and exit strategies. Whether you wish to keep the enterprise within the family, sell to a third party, or transition to an employee ownership model; we can create a strategy for passing a business on in a way that is mutually beneficial for both parties. Our objective is to maximize the value of the company whether the seller is passing the company on to the next generation or to a new group of investors. We strive to develop a succession plan that meets all of the owner’s business and family goals, while preserving the company as a going concern for the next set of leaders.

Succession Planning Services Include:

  • Design and Implementation of Trusts
  • Develop Gifting Strategies
  • Employee and Liquidity Retention
  • Estate and Other Tax Minimization Strategies
  • Mergers and Company Exit Strategies
  • Transfer Planning