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. Case Study: Small Business Owner 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.