Succession Planning

Business succession planning can add significant value by reducing business risks, providing more business transition solutions, and ultimately enhancing the sale price.

McCombie Group assists lower middle market business owners in navigating the multiple aspects of a smooth succession transition, including:

  • Reducing the business’ dependency on key individuals
  • Redesigning the organization structure and processes to ensure business continuity
  • Identifying and preparing future leaders
  • Ensuring organizational and family alignment
  • Structuring a transfer of ownership in an aligned, tax-efficient manner
  • Providing third-party financing, when needed, to support a change in ownership

Our business transition services enable you to move into retirement with the peace of mind that the next generation of leadership is equipped and in place, and business operations are secure.

Whether selling the business outright, or transferring ownership to family members or employees over time, we educate and empower you to make confident decisions about your futures.

Seller Advisory

Vigorously representing owners in the sale of their business to maximize both value and fit

Direct Investments

Backed by our family offices, we selectively invest in businesses where we have experience and can build enduring value

Virtual Buyout

Owners can retire without having to sell or lose control of their business, by transferring operations to McCombie Group