As an entrepreneur, it’s hard to think about leaving your business. You’ve poured your heart and soul into it for many years.  As a result, planning for a transition is often put off for later.

 

 

Our team has worked on business transitions and planning with many companies in different stages of growth and development. We have seen and helped business owners and executives successfully navigate their company’s evolution. Whether you want to grow your business through acquisition, realize capital by divesting all or a portion of the business or are thinking of selling your share of the business to pursue the next stage of your life or career,  our team can help.

 

We understand that running a successful company doesn’t leave you a lot of time to develop a succession plan or exit strategy. We can help you create a cohesive plan to transition your business to new owners or realize the maximum value of its assets.

 

It’s never too early to think about your succession plan or exit strategy. Proper business transition planning may allow you to:

 

• Maximize the value of the business upon sale

 

• Reduce the risk of loss to your retirement and/or estate capital

 

• Take advantage of tax-planning opportunities by coordinating your business and estate planning

 

• Create a smooth, secure transition that helps ensure the ongoing success and continued good reputation of your business under new leadership

 

• Develop future plans regarding the ownership of your business

 

We are able to provide you with solutions to help maximize your business and personal wealth by bringing together a team of financial experts.