Succession and Business Planning

Does your business have a succession or exit plan? If not, you are not alone. This is a growing challenge for many small and medium sized businesses as their current leadership nears retirement. Without a plan in place to identify and develop internal personnel to fill key leadership positions or external opportunities to sell or merge with another business, your opportunities may be limited and contrary to the outcome you desire. We can help. We have the expertise available to help you value your business, identify your options, determine your desired outcome, and create an action plan to make it happen.

From helping your business identify areas negatively affecting profitability and growth to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Our business consulting services include:

  • Entity Selection
  • Succession Planning
  • Mergers & Acquisitions
  • Selling a Business
  • Qualified Retirement Plans

To Learn More Contact:

Jason Kors, Managing Shareholder