Get a free 1-hour Succession Planning Consultation

Every succession planning process is unique.  Some businesses have ownership structures shared by time tickingsiblings, some have children that want to succeed the owners, some want to sell to an external buyer…the list of scenarios goes on.

Whatever your scenario, the most important thing is to plan early. 

Business value, employee needs, tax conditions and more are conditions business owners have a considerable amount of control over.  Early planning helps you maximize your business value and have a smooth transition in ownership - when you're ready.

Complete the form on the right for a free 1-hour consultation on your succession plan.  

Our business valuation expert will walk you through:

  • Introduction to Business Valuation
  • Determing if your business is transferrable (and what to do if it's not)
  • Identifying a successor
  • Finding external strategic buyers
  • Common misconceptions with buy/sell agreements