Succession Planning

We are highly experienced in most of the planning disciplines for Succession Planning, Business Owner Wealth Accumulation, Preservation and Ownership Transfer:

We have a thorough understanding of all these planning areas which enables us to integrate strategies and create incremental synergistic value to our clients.

We have the experience and expertise to lead a client’s team of professionals or, to perform a more focused role as a captain for select areas.  Where we are an area captain, our broad experience and expertise is beneficial in identifying opportunities in the other areas.

Clarification of the owner’s goals, responsibilities, priorities and opportunities are critical to business succession. Family, management, and employees are looking to the owner for leadership.

Is your business in-sync with owner plans and objectives?  Is there a plan for key manager development to ensure the successful legacy of the business? Do you have the right management team members that compliment each other’s strengths and weaknesses?

JUST A FEW OF THE SCENARIOS WHERE VALUATIONSUSA^® CAN HELP

• If you need to put a business succession plan in place to ensure the company’s continued viability.
• If you want to avoid extreme hardship on you, your family and/or other business stakeholders.
• If you want a succession plan in place now that will enable effective tax reduction strategies to pass on wealth to the next generation.
• If you want to enhance family member communication throughout the process.
• If you need a business valuation and / or real estate appraisal for your succession plan.
• If you or your family have some fear or disagreement that needs to be managed.
• If you want to ensure your wealth accumulation and preservation strategies are the most effective.
• If you think your current plans may be incomplete or not fully implemented.
• If you want to pass operational control of the business without being financially on the hook.
• If you need to decide whether to sell the company to a third party or pass the company on to the family.
• If you are concerned about your business having enough cash flow to take care of you and your family members after you retire.
• If you want someone from outside your current circle of advisors to review your situation and provide a second opinion.
• If you need to assess the status of your managers’ development and readiness to take over as planned.
• If you situation is complex because the ownership and management succession plans are not clear and / or you have unique situations that need to be accommodated.
• If you have had trouble getting started and feel the need for someone to quarterback your planning.