Whether you're planning to sell your business or pass it on to your family for continuation, our transition advice helps you ensure a successful retirement. First, we conduct a business structure assessment, retirement/income needs assessment, and an analysis of your estate and wealth transfer plan. Then, we'll implement a succession plan that best meets your specific circumstances.
First, it's important to consider several important questions:
Our experts can help you develop a solid succession plan that defines the role that your company will play in your retirement and estate plan. We can assist in identifying successor candidates, structuring and funding a buy/sell agreement, selecting appropriate discounting strategies, and others.