Succession Planning

  • Regardless of where your business is in the life cycle, you’re going to need an exit strategy.  Successful exit strategies should start three to five years prior to the owner’s exit.
  • In the near term, we can help you identify the areas of greatest value growth and prepare your business for marketing.
  • The first step in any plan is to determine your objectives and personal financial goals.
  • We value your business today so you can start making plans for the future.
  • We assist in the evaluation of offers and due diligence of potential buyers.
  • Credentials by the National Association of Certified Valuation Analysts (CMAP) in mergers and acquisitions.