Business Ownership Planning

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

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