2-Succession-Planning

SUCCESSION PLANNING

Succession planning can add significant value by reducing business risks, providing more exit options, and ultimately enhancing the sale price. We assist clients 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 services enable owners 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 owners to make confident decisions about their futures.

Management Consulting

Helping middle market family businesses address their most important challenges & opportunities

Financing

We oversee a competitive search process to obtain the most advantageous financing terms and conditions

Seller Advisory

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