Our team can work with you to properly value your business, minimize financial risk, enhance cash flows and create a succession plan. Alongside other advisors such as your tax professional and attorney, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business. Together, we ensure your interests are well represented, whether your business is in its infancy or is long-established.
It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well. During this significant emotional and financial event, it’s imperative to have your trusted financial advisor by your side carefully reviewing the deal and keeping your best interests in mind as you cede control of something you’ve tended to for years. You’ll also need to factor in how the proceeds will fit into your overall financial and retirement income plan – in the most tax-efficient way possible.
We value the opportunity to partner with you and help your business grow over the long run.
Alongside other professionals such as your tax professional and attorney, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business.