Business Transition Planning

Business transition planning is how we assist clients who own their own business to “transition” their business to another at some point in their lives.  We assist clients in deciding how and when to sell your business interest to another as part of a retirement plan.  We may also discuss how to protect your business interests resulting from an unfortunate event.  We will engage clients using the planning process and engage your other advisors for their input.  Our recommendations will focus on the business interest and how to transfer your business to another efficiently with your goals in the forefront.