Succession

Successful business owners are always thinking about “the final transaction.” Asking questions like…

  • What is your business worth? Who is likely to want to acquire it either through a merger or straight acquisition? What do you need to do strategically and operationally to ensure that your business will stand rigorous due diligence by a potential acquirer? How can a sale be structured most tax effectively?
  • Even if you aren’t planning to sell your business in the foreseeable future, what management development and succession plan do you have in place for your employees (including your children)?
  • What would happen to your family’s financial position if you or other key employees are unable to continue working for health reasons? What advice do you need if you are considering expansion through a merger or acquisition?

Speak with Your Precise Succession Advisor today to get help with financial management and measurement you need to maximize the potential in your business.

Schedule a 60-Minute Call with Your Succession Advisor