Business Succession Planning

Envision greater

Selling or transitioning your business isn’t just the conclusion of one chapter of your life—it’s the beginning of a new, exciting one. We’re here to help you answer the all-important question of “what’s now?” and structure your upcoming financial situation to suit your future endeavors. Our end goal is for you to start this new chapter feeling satisfied, fulfilled, and assured.

Identifying your motivations.

Beyond the terms of the transaction, we encourage you to reflect on your desired outcome of selling the business. It’s important to consider all potential stakeholders and how this transaction will affect them as well as yourself. We find that our clients have a tremendous amount of pride in what they’ve built, and while selling for top dollar is important, it’s not always the sole factor in the decision to sell.

Once we understand your full motivations, we can work closely with your legal team to structure the deal that fulfills your financial and sentimental objectives.


  • Do you want to transition the business to family?
  • What will happen to your employees after the transaction?
  • Are you interested in selling to current management?
  • Is it important that the company continues to grow after you leave?
  • Do you want to preserve your impact on the company?

Preparing for what’s next.

Once the transaction is complete, your financial world will change dramatically. Depending on how long you’ve run the business, you may be accustomed to a certain owner lifestyle. Now you must adjust to what we call an investor lifestyle. We can help you project what this means ahead of time, as well as proactively address any financial implications of your new income.






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Put our experience to work for your wealth.

Schedule a consultation to learn more about our
business succession planning services.