Succession Planning & Ownership Transfer
Understanding the dynamics and relationship between business, strategy, management, estate and succession plans is key to the success of any organization. Our deep experience with family-owned businesses and our knowledge of integrating this planning provides innovative ideas and practical solutions to the development of your comprehensive vision when it comes to your succession plan.
We help counsel our clients in many ways related to the succession of their business.
How we can help you
- Recruiting and placing professional management
- Coaching and mentoring the next generation leadership (both family and non-family members)
- Investigating and facilitating liquidity options
- ESOP feasibility studies
- Assistance with the economics of estate planning to facilitate the transition of ownership
