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

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.
May 15, 2019
Article
Transition is inevitable within an organization, but a proactive and well-thought-out succession plan can make all the difference.
March 20, 2019
Article
Ready to think about what life is like post-business? If a transition is on the horizon, we offer seven steps to help you create a successful succession plan.
October 22, 2018
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 …
July 29, 2014
Article
Without the proper "controls" in place, a small business can struggle or go under, especially in this tough economy. Although there are no guarantees, the following are basic guidelines to follow in six areas: 1. Sales: It is important that …

Contacts

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