Succession Planning


Ensure that the last deal you make for your business is strategic.

The decision to transition your business is big—but necessary. Whether you’re transferring it to a family member or an independent third party, you want a smooth transition.


Transition consultants can help you:

 - Facilitate family meetings to proactively avoid conflict

 - Create mission and vision statements

 - Assess current reporting frameworks to monitor achievement of Key Performance Indicators (KPIs)

 - Develop a succession plan

 - Strategically plan your transition

Our approach utilizes various diagnostic assessments to understand individual and family objectives. Our team identifies succession issues that need to be considered, including emotional issues and conflicts that may act as obstacles. We use a unique, structured process to help you increase the likelihood that a succession will meet all the stakeholders' needs. We can help you work through change or conflict, an ownership transition, or a change in leadership or management structure.

What inspires you, inspires us. Let’s talk.


Chad M. Flanagan

Partner-in-Charge of Business Valuation


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