Business Succession Planning

Have you established continuation objectives for your business?

Have you ever had your business valued?

Have you reviewed your plans and their effectiveness in today's landscape?

Have you developed a sustainable exit strategy?

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:

Establish wealth transfer targets
Resolve lifestyle and legacy balance
Protection of family and stakeholder interests
Valuation benchmarks / "manage for value"
Potential value enhancements
Timing - "Start Yesterday"