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Succession Planning

When it's time to pass the baton, business owners need the advice and assistance of someone who's made the transition successfully.

Having worked closely with our privately held and family business clients — some for more than 30 years — we have the resources and expertise to assist business owners with a myriad of succession planning issues.

Succession planning services include:

  • Owner and/or management succession planning
  • Estate and tax planning
  • Business valuations
  • Assistance with buy/sell agreements
  • Business and strategic planning
  • Financing arrangements
  • Deal structuring for favorable tax and financial consequences
  • Negotiation assistance

Our affiliate, 2nd Generation Capital, LLC, assists clients in finding sources of capital necessary for a successful business transfer. They also have extensive experience in the planning and implementation of management and ownership changes in closely held or family owned businesses.
Nashville Succession Planning Services 

Succession Planning Resources

Key Contact
Vic Alexander

Buy-Sell Arrangements