Succession Planning & Ownership Transfer
Understanding the dynamics and relationship between business, strategy, management, estate and succession plans is key to the success of any organization. Our deep experience with family-owned businesses and knowledge integrating this planning provides innovative ideas and practical solutions to the development of your comprehensive vision when it comes to your succession plan.
We have helped counsel our clients in many ways related to the succession of their business including:
- Recruiting and placing professional management
- Coaching and mentoring the next generation leadership (both family and non-family members)
- Investigating and facilitating liquidity options
- ESOP feasibility studies
- Assistance with the economics of estate planning to facilitate the transition of ownership