Succession Planning

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Looking into the future.

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Succession and exit strategy planning is key to maximizing the transition of generational wealth. For a century now, we’ve guided business owners through various economic cycles, from external sale to a family transition, management buyout, or passive ownership arrangement. We’re prepared to help you craft a plan that is unique to your needs and circumstances.

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solution overview

Personal
  • Owner Goals
  • Family Dynamics
  • Estate Planning
Finance
  • Tax Planning and Structuring
  • Company Valuation
  • Equity Restructuring (ESOP, Management Buyout)
  • Alternative Compensation Plans (Deferred Compensation)
Operational
  • Strategic Planning
  • Roles and Responsibilities
  • Policies and Procedures
  • Performance Management

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Governance
  • Board Composition
  • Legal Governing Documents
  • Business Continuity Planning

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Helping business owners develop a succession strategy

Helping business owners develop a succession strategy

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