SUCCESSION PLANNING

WHAT WE DO

FOR YOU​​

  • We help you find the right strategy for selling your business or handing it over to someone else, whether it be an employee, a family member, or another entrepreneur​
  • We develop and implement the succession plan to make sure you receive the sale price you deserve​
  • We construct a succession plan that focuses on these key issues: business valuation, tax consequences, business, target buyers, execution plan
 
WHY IS HAVING A

A SUCCESSION PLAN IMPORTANT?​​​​​​

A good succession plan will help the transfer of your business go smoothly and allow you to maintain good relationships with employees and business partners.

Succession planning helps you: protect the legacy of your business, maintain a service for your community, preserve value of your business, provide financial security for your family, deal with unexpected events, prepare for the future.

 
 

THE PROCESS​​​

PRICING​​

​​​​​​​Each succession plan is different and has different needs and complexities. To accommodate, we offer both project based and hourly fee structures. We will provide a fee proposal following the initial consultation.