Succession Planning

Eventually, every business owner will exit ownership. Clients utilize our step-by-step planning process to ensure that they get the most out of the investment made in a business. Strategically planning for exit can help maximize net proceeds, minimize taxes, and provide a smoother and more secure transition.

Our Certified Exit Planners have been certified by the Business Enterprise Institute, which requires specific training in order to certify that practitioners have the knowledge and expertise necessary to perform exit planning services, and to assure a level of consistency and continuity in their work product. 

Whether the time horizon is two years or twenty, exit strategy planning can have a significant impact on the afterlife of ownership. Our exit planning advisory services offer a comprehensive solution that delivers substantive results. We guide owners through a step-by-step process in collaboration with their existing team of legal and financial advisors.

We customize each exit planning project to fit the needs and circumstances of the business owner. The process results in a defined set of documentation, analysis, recommendations and action plans that, together, provide an effective strategy.