Developing a comprehensive picture of your business

You understand the effort it takes to create a successful business. When it is time to transition that business – whether through a sale or passing it on to the next generation – it takes substantial work as well. A business transition is a significant event both emotionally and financially. It helps to have someone by your side who can review deals and documents, and keep your best interests in mind as you pass on control of something you’ve been invested in for years.

It is also important to understand how any proceeds you receive from your business transition factor into your overall financial and retirement plan, and how to be as tax-efficient as possible. Alongside other professionals like your accountant and lawyer, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business.