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:
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.
Helping middle market family businesses address their most important challenges & opportunities
We oversee a competitive search process to obtain the most advantageous financing terms and conditions
Vigorously representing owners in the sale of their business to maximize both value and fit