Business Succession Planning

We will develop strategies that can be implemented to help ensure your ability to realize the full value of your business. We will review your business continuation process to be sure it is consistent with your estate planning and ensure that proper documentation is in place.

"A series of long term actions to protect, preserve and realize the financial and strategic value built into your business"

Our Core Plan Elements:

  1. Establish wealth transfer targets
  2. Resolve lifestyle and legacy balance
  3. Protection of family and stakeholder interests
  4. Valuation benchmarks / "manage for value"
  5. Potential value enhancements
  6. Timing - "Start Yesterday" 


Joseph Kunkemoeller

Consultant

716-393-1884

joe@sfgconsult.com

Joe is a consultant and intermediary to family held, high growth, and small-cap companies. He has advised closely held and family held businesses on succession planning, investment transactions and exit strategies. Joe has deep...

Read more