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?