Transitioning your business

Being prepared is the key to success.

Create the roadmap to reach your goals.

For most business owners, their company is their largest asset. And that makes it critical to get things right when preparing for its sale.

Planning for a successful transfer of ownership will help you achieve your long-term goals and keep your company stable into the future.

Start by identifying your goals, including timeframe, how much money you will need from the sale, and what level of involvement you want while the transfer is underway.

Be sure to examine the tax implications of any deal structures you are considering. We can help along the way so you understand your options and support you in creating a Business Ownership Transition Plan.

Employee Stock Ownership Plans

Consider transitioning stock to employees as a way to sell part or all of your company.

Learn about ESOP