Ownership Transition

INSPIRED TO SET UP A CLEAN TRANSITION

Smart transitions start with proper analytics and preparation.

Smart transitions start with proper analytics and preparation.

You’ve spent your life starting and growing your business, but eventually all good things come to an end. There are a variety of options to consider when it comes to transitioning from running a business full-time to scaling back, including setting up employee ownership options, exiting, retiring, selling to private or public entities or succeeding to family.

Each option needs careful consideration, and we have many teams ready to assist with whatever direction feels right. Our professionals can help you manage and plan for the future wealth that will come with certain transitions. Whenever you’re ready for the next step, we’re here to help.

Latest Insights

January 31, 2020
Article
Exit planning is a vital part of the lifecycle of a business. It seems simple at first: how do you plan to exit your business? But the options, and compliance factors, that go into exit planning can leave your mind reeling. That’s why it’s best to …
January 4, 2020
Article
After a lifetime of hard work and building a successful business, there is much to think through as you consider the first steps in moving beyond your business.
January 4, 2020
Article
While each business owner chases success in his or her own unique way, there are some things nearly all owners have in common. Hard work, determination, a vision of what could be, and the will to make it happen—these are the stock and trade of …
January 4, 2020
Article
Many people think estate planning is not necessary, that it is only for those of us that are getting older or those fortunate enough to be extremely wealthy.
May 23, 2019
Article
Business Owners don’t have some of the easier options for retirement planning that wage earners have, so how can they create a solid wealth plan? We break down some strategies.
February 24, 2019
Article
When it comes to selling a business, quality of earnings due diligence can help preserve the business’s value and prepare you for potential challenges.

Contacts

Chad M. Flanagan
Chad M. Flanagan
Partner-in-Charge of Business Valuation
Amber J. Ferrie
Amber J. Ferrie
Partner
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