Business Succession and Transition Planning
Business succession planning is a prevalent need as the baby-boomer generation looks toward a well-deserved retirement. Clients may want to sell a business or create a smooth transition to key employees who may or may not be related to them. We act as advisors to analyze, consult, document and oversee all steps necessary to execute a successful transition of a closely-held business while meeting the comfort level of our client. We often help coordinate a team of consultants to assist with such issues as insurance, valuation, investment management and retirement planning.