Business Succession & Transition Services

Business Succession & Transition Services

We advise clients on how to maximise the value of their business as they approach retirement or look to begin a new venture.

If you haven't thought about succession it is usually a two to three year timeframe to properly plan and execute business transition. We provide a specific suite of services that address the following critical questions:

  • Is the Business Growing or Going?
  • Do you have a Business Owners Agreement?
  • Have you adequately cross-insured yourself?
  • What is the value of your business?
  • Are you going to walk away or attempt to sell?
  • How does your family view your business?
  • Have you identified a successor?

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