Transition planning

For business owners, the business itself is the ultimate investment. It’s often all in, and the way to retire happily ever after. But what if “ever after” comes before you’re happily prepared?

The most significant evolution in the lifecycle of a business is the transfer of ownership. While these transfers are usually planned, sometimes they’re necessitated by unexpected circumstances, like death or disability. Whether planned or otherwise, a smooth and successful transition that maximizes a business’s value is the ultimate goal.

Are you transferring the family business to the next generation? Selling your company to your management team or employees, or perhaps to a third party? Have circumstances in your life suddenly changed, requiring a transfer of ownership?

Whatever your circumstances, taking the proper measures now will help ensure a successful transition when the situation arises. Comprehensive planning – early on – means less stress throughout the process and the greater likelihood of an optimal outcome.

If you’re not sure what steps you should be taking, or even what the first step is, we can help. With the insight that your business is distinct and your circumstances unique, our specialized team of business advisors creates clear and comprehensive plans that help you navigate:

• Business valuation
• Tax planning
• Transaction advisory
• Assurance and accounting
• Estate and succession planning

Armed with our team’s objective assessment and courses of action to consider, you’ll be better able to make informed, strategic decisions to protect your company’s value, family’s future, and maximize your ultimate investment – happily ever after.