Business Succession Planning

Planning to step away from your company happens long before the sale.

header

It’s typically a mixture of preparing to maintain your lifestyle in retirement, transfer of ownership, helping increase the company value for the highest sale price possible and/or planning and implementing changes to help the overall long-term health, growth and stability of the company.

No matter what stage you are in, or how complex your needs might be, we are ready to provide a tailored approach to help you reach the business succession results of your dreams.

8-Steps to a Successful Transition

Is now the right time to sell your business? Are you sure? What considerations do you need to think through first? That's why we're here, to walk you through the process from start to finish to ensure your business transition is smooth, all aspects are handled with care, and you feel confident you made the right decision.

Step 1

Understanding You


Step 2

Prepare Teaser And
Information Memorandum



Step 3

Develop Buyer List/
Begin Contact


Step 4

Screen Buyers

Step 5

Request Letters of Intent (LOIs)

Step 6

Negotiation

Step 7

Move To Contract

Step 8

Close

Your Retirement Dream
Starts Today

Contact us today to set up time to talk about your business succession planning needs.

SCHEDULE A COMPLIMENTARY CONVERSATION

Or give us a call at 407.299.4129