Succession Planning
Advice, not bias.
We’ve transformed companies and guided leaders in planning for future generations. Every decision is made with your legacy in mind.
Our Succession Planning Services include:
- Business owners transfer of ownership to qualified internal leaders or family members
- Partial sale of the business to Private Equity or strategic partners
- Evaluation of an Employee Stock Option Plan (ESOP)
- Outright sale and selection of investment banker or private equity firm, based on industry
- Identify opportunities to implement stock option and non-qualified plans to recruit, retain and reward key employees
