Succession Planning

We can help you ensure your business’ stability over the long-term by establishing a succession plan that fits your organization’s specific needs.

When you retire will you be selling or gifting your business? If the business will be sold, we must determine the value and provide a detailed business valuation.  If you are giving your business to the next generation, we need to provide a value on the shares of the company.

Our strategy is to discuss things well in advance, as there are many important decisions and tax implications with the sale of a business. We then put a complete plan in place so, when the time comes, you are in a position to receive the highest value for your business.

We offer: