Whether it is a simple as funding an existing buy-sell agreement, needing assistance with options or alternatives, planning for the addition or departure of partners/owners, or not sure where to begin, we have qualified specialists that can partner with you to formulate a plan and implement your strategy.

In order to maximize the enterprise value of your organization, at your retirement, it is imperative to develop a well reasoned business succession plan. Business owners should plan for the continuation or sale of their organization at their retirement or should they become unable to work due to disability or death.

Some essential questions should be addressed with any planning.

• Will the business be sold, transferred to family members or dissolved?
• If sold, what will the purchase price be based upon?
• What is the current value of the business?
• Who would be the best candidates to purchase your business?
• If a disability or death occurs when will the transfer take place?
• Where will the funds come from?

Our specialists can help you with the valuation of your business and business succession planning. We will work with you to determine what the best approach would be for your organization.

Please contact us to arrange an initial consultation.