Business Transition Planning

As a business owner, odds are you have spent most of your professional life building value in your business. Planning the final phase of your business should be undertaken with the same enthusiasm and drive that was devoted to your first business plan.

Leveraging the potential of a business begins with uncovering the core values of a company and designing a plan that transforms these values into a thriving reality. Business Transition Planning is the starting point of this process. The analysis uses key development opportunities within an organization to increase potential.

Whether you simply want to grow your business or you have made the decision to sell your business in the next 2 to 5 years, we can help. Now is the time to start optimizing your business and planning for an eventual sale in order to maximize value for both you and your successors, and minimize taxes upon the sale.

Specifically, we will:

  • Help you transition your professional ambitions to your personal ambitions.
  • Restructure the ownership through the use of holding companies and family trusts to minimize taxes upon the sale.
  • Manage human resources to maximize value and staff commitment at the time of the transition.
  • Develop effective communication strategies for internal and external stakeholders.
  • Match your succession plan to your liquidity requirements and level of desired participation in the business post transition.

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