Succession Planning

Ownership Succession Planning & Implementation

Ownership Transition – Succession Planning & Implementation
  • Evaluate and determine if the people in place are ready and capable to lead the business, and how to structure the management going forward

  • Planning for a succession process to keep the business profitable and vibrant

  • Help determine when the timing is right to commence with the succession plan. We provide advice and assistance during and after this process.

  • Often these processes include a financial component. We can offer suggestions and direction for financing these transitions.