Succession Planning

There are few guarantees in life, "Death and Taxes."  Another is that as a business owner, you will ultimately exit your business one way or another.


Choosing the right successor is critical to the long-term success of your business. You probably spend a lot of time worrying about your business, your industry, and your day to day. You likely have sales, marketing, and growth strategies. But have you thought about your business succession plan?


We help owners plan beyond funding buy/sell agreements by exploring all of the potential exit paths, determining how much you want, how much you need, quantifying "the gap," and developing an action plan.