IMEC: Demystifying Transition Planning: Succession, Sell, or Surrender

Transitioning out of a business you have poured your heart and soul into is indeed a significant financial and emotional step..

There are options as to how you may want to proceed, and some can be accomplished before engaging with legal and financial advisors. Is there a potential successor that needs development of critical skills? Is there an opportunity for you to remain engaged in the business but scale down your day-to-day involvement? The most successful business transitions begin with some individual thought-provoking soul searching.

What does this mean to me, to my family, my team and, to my financial future? Your investment in advanced planning will allow you to maximize the enterprise value of your business and to simplify its structure to make it more marketable or provide any successor with a clear path forward to profitable growth and operational effectiveness.

Let us assist you as you navigate your future and the future of the business you have worked so hard to create.

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