Business Succession Planning

Establishing and running a successful business is a great accomplishment. Ensuring that the business survives and thrives after your retirement or upon transfer to the next generation is an even greater accomplishment. We help successful entrepreneurs and business owners plan exit strategies that will ensure a smooth transition for the business and realization of the full value of the business upon the sale of the business or their retirement.

These services include advice and
referral to qualified experts who can provide advice on the following issues:

  • Business Valuation
  • Estate Freeze
  • Management Buyouts
  • Employee Share Ownership Plans
  • Grooming Successors
  • Funding the Exit Strategy
  • Generational transfer and inheritance planning discussions with all family members and their respective professional advisors