You work hard to create and grow your business. When the time comes to change or retire, proper planning is critical to protect value, maximize the sale price (if selling) and help ensure success for the next owner. The two most common transitions occur when you pass on your business to a family member – often your children – or sell the business outright. Having a succession plan in place before this happens can have a significant impact on the process and your equity stake. While we do not do business valuations, our work begins once the valuation is complete. We work one-on-one with you so that you understand the valuation and help you create a succession plan that is financially sound for all concerned.