Whether building your business to sell or to leave a lasting legacy, at some point you will ask the question “what do I want to do next?” From startup businesses to multi-generational companies, each owner has a unique need for value planning to ensure personal and financial readiness for the next stage of life – whether a new business venture or retirement.

Business transition planning is all about creating, harvesting and preserving the wealth in your company and ensuring a successful transition when the time comes. An effective business transition plan has three goals:

  • Maximize the value of the business
  • Ensure the business owner is personally and financially prepared for the transition
  • Prepare the business owner for the next chapter of their life

The Anders group of Certified Exit Planning Advisors (CEPAs) use a proven team process that focuses on value growth and the alignment of your business, personal and financial goals. During our business transition planning consultations, we’ll educate you on all possible succession planning options and opportunities, oversee the development and implementation of the selected strategy and act as the “quarterback” on your transition team.

Our Business Transition Planning services include

  • Exit and Succession Plans
  • Business Owner Contingency Plans
  • Business Valuations
  • Keep or Sell Testing
  • Value Drivers Analysis
  • Profit Building Analysis
  • Due Diligence for Buyers and Sellers
  • Post Sale Transition Planning
  • Tax and Estate Plans for Exiting Business Owners
  • Personal Financial Planning
  • Risk Management/Insurance Planning
  • Wealth Transfer Planning
  • Value Builder Assessments

Interested in learning more? Contact Us