Succession

Planning

Protect Your Business, Preserve Your Legacy

We know how different every business is and understand that there isn't a one-size-fits all succession plan. Therefore, our team of experts will help design the next chapter of your business according to your vision and unique needs. We'll start with an in-depth business evaluation where you will find out exactly how much your company is worth. Your personalized plan will ensure that your customers and employees continue to receive the highest level of service as your business evolves and after your direct involvement.

As a business owner, not only do you serve your customers but also your employees. Implement a sound continuity plan and experience the powerful impact a smooth transition can have on your business.

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What percentage of business owners know how much their business is worth?

Don't Know

98%

Know

2%
Expensive

Expensive

Traditionally, can cost over $10,000

Time-Consuming

Time-Consuming

Traditionally, can take over 4 weeks to complete

Complicated

Complicated

Intensive process for already busy owners

Not Now

Not Now

Owners wait until an event

Reasons why a business owners should know their value

  • Worth
    Deeper understanding of your largest assets
  • Protection
    Ensure you have the right amounts of insurance
  • Plan for Your Future
    Know the facts for a more accurate retirement/estate plan
  • Make Better Decisions
    Guided by facts
  • Know Your Potential
    Understand the ways you can increase the value of your business
-Sara R., Entrepreneur

“When I founded my company with my two co-founders, Tom and Steven, seven years ago, crafting our buy sell agreement felt like creating divorce papers on your wedding date. Luckily, we listened to our advisor and crafted the buy sell agreement. Four years later Steven was tragically killed… After several months went by, Tom wanted out of the business because he wanted to spend more time with his family. The death of Steven, his childhood friend, created a shift in his priorities.”
“Fortunately, we had a stack of documents to go back to and unequivocally discern what Steven’s family and Tom were owed.. As you can imagine, it was less than what they thought it was worth and that agreement quite possibly saved our company.”

We Give You Common Business Valuations

Equity Value

$ 14769809

Equity Value

Asset Value

$ 13656414

Asset Value

Enterprise Value

$ 14759552

Enterprise Value

Liquidation Value

$ 835619

Liquidation Value