Our Services

The process of creating a lasting legacy for your family business is a labor of love. When you started your business, you had a vision—a dream of what your business could become and what that would mean for you and your family many years hence. You have poured your heart and soul into making that vision a reality. You have seen challenges and successes over the years, yet through your passion and belief in your dream, you have persevered and are now beginning to enjoy the fruits of your labor.

There are many factors that go into ensuring that such a legacy is properly structured to endure for future generations, some of which are fairly obvious and some of which can remain hidden. Reviewing all these factors for their success and for their potential risk—and mitigating that risk now—can ensure that each is given proper attention over the life of your business.

Our primary service is our Exit Planning service. Our Exit Planning service is tailored specifically for you, for your current business situation, and for your desired purpose and goals.

What is Exit Planning?

Exit Planning results in a comprehensive, step-by-step plan that lays out all that you have to do to successfully retire from your business, knowing that your successor will lead a business that will thrive for many years to come. There are a number of steps involved in Exit Planning, described in detail here:

As part of our Exit Planning, there are two tools we use, as appropriate, in supporting you and your business transition. These are our Business Retirement Readiness Assessment™ and our Business Longevity Assessment.

The Business Retirement Readiness Assessment™ is a comprehensive assessment of the current status of your business retirement planning, of your readiness to retire, and of your business's readiness to accommodate that retirement—that is, its readiness to be successfully turned over to your successor.

A proprietary Business Longevity Assessment™ will identify and assess the potential risks and opportunities that contribute over the long term to ensure you reach that point of your retirement. The Business Longevity Assessment™ is an in-depth, systematic review of key factors that ensure enduring success for generations to come.

For more information on each, please click on the appropriate button below or contact us for an initial no-cost break-through consultation to understand your situation and discover options you may not have yet considered. If appropriate, we'll also explore how we can work together to assure your retirement with the peace of mind that your business will thrive under the leadership of your successor.