Succession and Exit Planning

When it’s time to pass the keys, 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 — our succession and exit planning team has the resources and expertise to assist business owners with myriad succession planning issues.

Our approach to exit planning combines personal and business planning with value acceleration tactics (strategies that are essential to attract and motivate buyers if selling the business is the desired outcome). We can appropriately quarterback the process due to a wide range of expertise, a strong connection to other experts, and decades of experience helping business owners focus on value creation.

Our team has assisted privately held businesses in a variety of industries through often complex exit situations. Regardless of the circumstances or the business involved, our structured process of value acceleration yields proven results that can enhance value and increase the likelihood of a successful exit on the owner’s terms.

Succession and exit 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
• Assistance finding sources of capital necessary for a successful business transfer