Business Succession & Exit Planning 
Are you ready for a smooth transition down the road? 

While most business owners believe planning for the transition of their business at death is key, a transition during their lifetime is much more likely. That's why it's important to plan how your business transition might impact your retirement. 
 

Our complimentary services offer a great starting point 

 

 

Make sure your buy-sell agreement does what you want: A properly funded, well-drafted agreement:          • Identifies a buyer and a fair price.          • Lists who will take control.          • Protects employees, customers, suppliers and             creditors during your transition.

 

Know what your business is worth

An unexpected trigger event could leave you or your successors and heirs frustrated if the buy-sell agreement kicks in, and your stated company value is either more or less than its current or actual value.

 

Tie it all together for a smooth transition

A buy-sell agreement that reflects your current financial results means everyone can be happy:

         • Retiring or exiting owners/heirs get a fair value for their share of the business.
         • Remaining owners don't over-pay or under-pay the exiting owners/heirs.
         • Sellers are more likely to receive fair market value.
         • You may avoid costly delays and arguments among owners.
 

 

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