Transitioning a business involves three interwoven plans:
- Life Plan – Preparing for your next step in life
- Legacy Plan – Preparing for the impact you will leave behind
- Transition Plan – Preparing to make the transition successful
- What will your role be in the business?
- What will your role be outside the business?
- Do you have a plan for retirement and wealth management?
We can help you achieve the legacy you desire:
- How will your exit impact those important to you?
- How can you identify successors?
- How will you structure and finance the transfer?
We can help you pull together all of the pieces:
- Is your business ready for transition?
- Do you have the right team of professionals?
- Do you have the steps defined on a timeline?
Dave is a trusted resource and offers great advice in this consultation. Thank you