Business Transition Planning

We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of exit planning.

Over the years we have had clients ask for help planning their transition from their business. While we have helped these clients with various issues, we never had a systematic strategy for handling all of the business owner’s needs throughout this transition process. We recently spent time building a Transition Planning Team.

Our team follows a strategic seven step process, helping the business owner exit their business while maximizing the value they take from their business and minimizing the tax consequences.