Business Transition Planning

Strategic positioning of your business for eventual transition or sale requires the development and execution of an established plan.

Business Transition Planning

Just as it takes years to build value in the business for you, your family and employees, a solid exit strategy that meets your personal goals takes years to develop and execute. Positioning your business and its ownership structure to prepare for transition or sale requires the development of an established plan. Typically, we begin planning at least three years before a liquidity event or transfer to family and/or employees. Our business transition consulting services include initial and ongoing strategies to enhance the value of your business and optimize the structure of its ownership as you shift from business income to personal income from an investment portfolio. We also work to make sure you have a strategy for personal and family wealth succession before a sale or transition.  Our goal is to help ensure that income and estate taxes are minimized while personal wealth, your family legacy and charitable vision are maximized.