Business Transition Planning

Business Transition Planning

If you’re like most business owners we know, you’ve dedicated a good part of your adult life to building your business. Deciding what’s going to happen with it and when is often tougher than getting it off the ground in the first place.

Whether you’re thinking about handing off to the next generation in your family, considering selling to employees or seeking an outside buyer,  our process helps you analyze your goals, balance family and human dynamics, determine value, and assess business strengths and weaknesses.  Our ability to provide Personal Financial Planning and Business Valuation services ensures that all aspects of your business transition plan are addressed in one place.

Having a plan doesn’t mean leaving your business today. It simply provides you the peace of mind that the results of your hard work will continue when you’re ready to start checking things off your bucket list.