Succession Planning


Transferring business ownership can be a complex process. Whether you plan to pass on your business to your children or to someone else, succession planning can require years of effort to groom and prepare the successor to take the helm. Business owners often underestimate the time required for a new leader to adapt. For this reason, it often makes the most sense to choose an internal successor who has worked in the business and knows the company culture. When this isn’t practical, a strategy is needed to quickly acculturate an outside successor to your company.

Here are some of the ways we help our clients with succession planning:

  • Asset Transfer
  • Executive Hiring and Onboarding
  • Successor Due Diligence
  • Exit Strategy Evaluation
  • Business Analysis
  • Strategic Planning
  • SWOT Analysis

If you want to preserve the legacy of your business and leave it in the hands of a leader who will stay true to the values on which you built it, give us a call. We’d love to talk to you about your vision for succession and how we can help you make it a reality.