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