Succession and Exit Planning

Many industry providers offer succession planning services, but few offer our level of expertise to effectively structure transactions. We are able to efficiently work through the emotional elements entailed in buying and selling, while ensuring that the clients’ and employees’ needs are most thoughtfully considered.

Although succession planning may chart a path for departing owners, business continuity may be even more important. Our goal is to help ensure that an owner's legacy and exit are structured on his or her own terms. We provide feasibility assessments for internal or external succession, structure of terms, a valuation, if necessary, and support in implementing the plan.