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

April 8, 2020
Article
COVID-19 is affecting everything right now, including your exit plan. How can you keep your plan focused amid uncertainty? We offer some suggestions.
March 24, 2020
Article
In these volatile times, anxiety is everywhere. We are all feeling the impact of the coronavirus pandemic. Owners of small to medium sized businesses are worried about the future of their business and if they will be able to survive, or could they …
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
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
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
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.

Are You Prepared to Exit Your Business?

Preparing to exit your business isn’t one big decision. It’s a series of choices, assessments and reassessments. It’s a process, and the longer you give yourself, the better off you’ll be. We’ve put together a list of resources and a free comprehensive guide to help you get started.

Contacts

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