BUSINESS EXIT AND SUCCESSION

Business Exit and Succession

Business Exit and Succession

The loss of an owner or key-employee can significantly impact or even permanently close a once thriving business. We help business owners prepare for the unthinkable so that you can be proactive and get ahead of any situation that calls for proper protection planning. Our team can work with you to create a plan that:

  • Identifies, incentivizes, and retains potential successors and key people 
  • Organizes a comprehensive, well-thought-out and funded buy-sell agreement. 
  • Protects you and your team from the loss of income that can result from a disability


Additionally, a business is typically the largest source of personal wealth for most owners. Exiting your business is the most important transaction of your life. We’ve helped many business owners successfully navigate their exit, negotiate their deal, and map out a clearly defined post-exit strategy. Our team of experienced professionals can help you:

  • Build the right financial, legal, tax, and banking team
  • Know your numbers so you can negotiate your deal and execute with confidence
  • Build an investment strategy with your sale proceeds that delivers a lifetime of financial security

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Understanding the Alternate Valuation Date

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