Business Succession Planning

Planning for Success Throughout Your Business’s Life Cycle

Businesses, especially small businesses, need exit strategies. Succession planning means preparing for selling or transferring ownership of a business, planning for unexpected occurrences or financial hardship, or simply retiring. Succession planning involves having a plan, investing in it, and ensuring your worth and assets will reward you when you exit the business, whether you hand over the keys, close the door, or shut down your laptop for the last time.

Succession Planning Services

Owner retirement
Transfers to new owners
Installment sales
Cooperative conversions
Buy-sell agreements, rights of first refusal, cross-purchase agreements

Bob Marley said, “Every man gotta right to decide his own destiny.” He was right: when it comes to the things we value, it’s up to us to take fate into our own hands.