Business Succession Planning

Whether you decide to keep or sell your interest at death, disability, or retirement, we assist you in retaining its value for you and your family.

• We helped a small business owner transfer his business a key employee. The employee needed to find a way to finance the purchase, as well as to develop the skills to become a business owner. Unless this would be a complete purchase, the current owners have a vested interest in the success of the company. They asked us to help with the financial evaluation of the business and to create a strategic plan for the transfer.