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Business Owner & Succession Planning

The future sustainability of your business depends on a solid succession plan – one that answers such questions as, “How will I transition my business?” “Who will take over?” “What happens if I lose one of my key executives?” “Should I arrange to sell my business?” Whether you are an executive or a closely-held business owner, we will work with you and your financial team to work on the smooth succession of your firm.

<strong>Exit strategies</strong>

Exit strategies

You may want to sell your business to a third party, to a partner, a key employee(s) within your company, or to your employees as a whole through an Employee Stock Ownership Plan (ESOP). If your business is family-owned, you may also want to arrange for a family member to take over. 

We will work with you to help preserve the wealth contained in your business – and create a strategy designed to capitalize on that wealth on your terms.

  • Buy-Sell Analysis
  • Mergers & Acquisitions*
  • Cash Flow and Buyout Capital*
  • Family Transfers
  • Exit Planning & Sales to Outside Parties*

*Offered through 3rd party, unaffiliated companies

Contingency planning

What would happen if you passed away prematurely or were disabled? In addition to providing a buy/sell analysis, we will help position you favorably to keep your business running.

Key employee considerations

Through reviewing executive compensation planning, 401(k) plans, health insurance and traditional benefits, we will help recruit, reward and retain your top talent.

Mergers and acquisitions

If selling isn't in your future, perhaps you want to buy or merge with another company. Our relationships with partner firms allow us to provide you with the assistance to help you evolve your business.

What do you Need to Sell your Business for, after taxes, to be Financially Independent?

We can help you with succession and exit planning