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Succession Planning

Successful Business Transitions

Although it usually represents their largest asset with limited marketability, most business owners do not have any formal plan for the ultimate transition of their privately-held business. Whatever the timeframe – next year or ten years from now – we work with business owners to plan for and ensure successful business transitions. We coordinate business valuation, business profitability planning and business transition planning with personal retirement planning.


Our process provides education, timely information, document reviews, advisory team assessments, business transfer options analysis, and a series of recommendations that identify weaknesses and blind-spots that need to be addressed to maximize intrinsic value and successfully operate and transition your privately-held business and protect your personal wealth.



Successful Transitions Newsletter Articles: