Business Ownership Planning

Business succession and ownership planning is often emotional – it’s not just a transaction, it’s a continuation and preservation of one’s legacy. It can be time consuming and complex, with numerous tax implications, and an emotional component. We’ll help you formulate a comprehensive plan that inspires you to feel confident about the future of your business and its legacy. We can assist with:

• Evaluating and discussing alternatives for business transition or succession planning strategies
• Discussing tax considerations with you and your tax advisor
• Evaluating current business insurance and providing alternatives
• Providing referrals to business valuation specialists
• Mergers & Acquisitions (M&A) consulting including assistance with buyouts, growth equity, and venture capital
• Executive recruitment & retention
• Outsourced Chief Financial Officer (CFO) services
• Corporate governance matters
• Contract negotiation
• Litigation strategy & support
• Regulatory compliance support
• Business IT & cybersecurity support
• International operations/expatriate consulting
• Sales & marketing support