Business Transitions/Succession Planning

 Whether you lead a closely-held company or you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore.  It is passing the baton to the right people, at the right time, and for the right price. 

We can help . . .

  •   Alleviate the stress of family dynamics involving relationships and
      emotions
  •   Assist with aging and death discussions that are difficult to address
  •   Plan, so you can focus on the passion of your vision
  •   Ensure that your legacy, your company will survive in your absence
  •   Maximize the value of your business now and for future generations
  •   Minimize the tax burden
  •   Make the transition fair and equitable
  •   Prepare for sale to existing employees or a third party

Seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.