Business Succession/Exit Planning

Have you ever thought about exiting your business? You are not alone. Nearly 50% of successful business owners hope to exit their businesses over the next five years but few businesses actually realize this goal.


We help maximize the probability of your successful transition by developing and helping you implement comprehensive business succession plans that are custom designed to meet or exceed your unique business departure goals - something are principals have been doing since 1981.


A successful business succession plan will integrate and coordinate tax, liquidity, business risk, insurance and many other considerations to achieve an overall plan that workable for the business owner and for the business' current and future operational needs. We will work with the business owner's professional team of advisors to ensure that all trusted advisors are fully informed and are participants in the planning and/or implementation phase of the plan.


We have worked with numerous professionals and have established long standing relationships with some of the most talented attorneys, accountants, financial advisors, insurance professionals and others in the markets we serve.