Exit & Succession Planning
Creating Successful Transitions
Most owners only exit a business once in their life. It is a new experience with a series of decisions to make that will alter the outcome. The transition process can take years to properly execute.
What is your best strategy? 70% of companies try to sell. 30% attempt a family succession. While similar steps are needed in a sale or succession, an exit typically seeks the highest value, while a succession is often a vehicle to begin transferring family wealth.
Your Transition Blueprint:
Our professionals will collaborate with you to understand your objectives and create a timeline to develop your transition blueprint. Let us help you evaluate your options.