Business Succession Planning

In the life cycle of a business, there comes a time when the owner who founded the business will retire or sell. Whether the potential new owner is a family member, an employee of the business or an outsider – it is a good idea to get feedback from someone who isn’t involved in the transaction. To that end, we offer business succession planning services.

  • Planning with Owner as to Timing & Structure of a Future Sale

  • Researching Industry-Specific Multipliers & Typical Transfer Terms

  • Business Valuations Based on Industry Standards

  • Formation & Evaluation of Alternate Deal Structures

  • Research & Evaluation of Financing Alternatives

  • Calculation of Tax Effects to the Business & Owner(s)

  • Reporting of Completed Transaction to Tax Authorities

  • Working with New Owner & Their Key Advisors for a Smooth Transition

As with any planning opportunity, the sooner you start – the more control you have over the outcome. We like working with owners years before they plan to sell a business so they can realize the most from the transaction.

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