Transition, Succession Planning and Exit Strategy Development

At some point, every business has to deal with transition and succession planning. We believe that this is an essential element of strategic planning. This planning needs to be done on an ongoing basis and not just at the time of a specific event. We provide comprehensive advisory services with a holistic approach to the business. Our methodology incorporates all aspects of the business, including related parties, employees, customers, etc. We look at the best overall solutions and develop our planning with that in mind. We do not have a “cookie cutter” approach, but rather we customize our planning to the unique and specific needs of each client. Ultimately, if an exit strategy is needed, we provide the development of an offering memorandum, potential acquirer identification, negotiation assistance, due diligence support and development of legal documentation. We work alongside business owners every step of the way to ensure their goals are met.