Succession Planning

Developing and implementing a well-designed succession plan is essential for the transition of a family business from one generation to the next. Effective succession planning requires a realistic assessment of your business both today and into the future, open communication, foresight, patience, trust and persistence.

Our professionals have experience in transitioning business interests to a new owner, whether the buyer is from within your company or to someone outside your company. We provide an in-depth analysis of your business and its needs as well as future ownership alternatives and integration into a coherent plan for long-term success. We recognize the importance of transition planning and the many considerations involved in finding the right plan.

Some important things to consider are: business valuation, business restructuring, tax consequences, and retirement and tax projections. Once we review these key areas, we work to help you get the best return on investment. With our knowledge of your industry and  combined with our years of experience, we can create a plan that fits your specific needs.