Our Level 5 Services Will Take
Your Business to the Next Level
110 Gage Blvd., Ste 100 | Richland, WA 99352

Business Succession Planning

In the life-cycle of a business, there comes a time when the owner who founded the business wants to retire.  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.

Selling Your BusinessInsight Business Succession Planning Solutions:

  • Planning with owner as to timing and structure of a future sale
  • Researching industry-specific multipliers & typical transfer terms
  • Business valuations based on industry standards
  • Formation and evaluation of alternate deal structures
  • Researching and evaluation of financing alternatives
  • Calculation of tax effects to the business and the 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.

Fax - (509) 388-0087

110 Gage Blvd., Suite 100
Richland, WA 99352

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