Planning For A Successful Transition

Succession Planning

Succession planning is a strategy rooted in execution that grows value while expanding options so that you can transition the business on your terms when you are ready, aligning the business’s value with your personal and financial needs and goals. Successful transitioning is grounded in maximizing value, harvesting what you have grown, and preserving family wealth for generations to come. We prioritize effective transition strategies that honor the investments and sacrifices you made to create a lucrative business. As your partner, we are committed to ensuring that you take the right steps today so that your business gracefully moves to the next stage in its lifecycle.

Empowering you to transition to your next chapter

Safeguarding Your Largest Asset and Your Family

The most accomplished entrepreneurs successfully harvest the wealth created in their business. Success occurs when you have taken appropriate measures to assure the continuity of your company. We recognize that for most business owners, roughly 80% of their net worth is tied to their business. According to the Exit Planning Institute, successful transitions rates are between 20 and 30%, with nearly 40% of founders having no plans in place to cover illness, death, or a forced exit. Our seasoned, multi-disciplinary team partners with you to align your personal, financial, and legacy goals throughout your business’s transition. We advise and execute structured solutions to help take you, your family, and your business to the next level.

Empowering Your Next Act

Your business has been a significant part of your life and identity for years, and now you are looking forward to harvesting the wealth you have created. Our solutions empower you to transition from an operator to a financial investor, providing the guidance and resources to focus on being personally fulfilled and invigorated as you move into this next chapter.

Comprehensive solutions for business transitions

  • Strategic Planning / Value Enhancement Strategies
  • Valuation Services / Market Analysis
  • Private Equity Access / Deep Pool of Business Trading Partners
  • Wealth Transfer Strategies / Business Transition Planning
  • Employee Stock Ownership Plans
  • Retirement & Legacy Planning
  • Trust and Estate Services / Tax Planning / Liability Management
  • Family Office Creation