Plan. Retire. Enjoy.

CONNECT

Address:

16479 Dallas Parkway Suite 850
Addison, TX 75001

Phone:

469-737-4109

Fax/Other:

469-737-4100

Transition Planning

What’s your transition plan?

 

One way or another, you’ll eventually transition out of your business. Planning for it requires an examination of thorny issues, such as your company’s market value, your death or disability, your family’s relationships, and the value of key employees. If these issues are not addressed and you don’t put a plan in place, the legacy you leave may not be one you want to be remembered.

 

Whether your plans include appointing a management team, taking your company public, or selling your company to family members, partners, or outside buyers, we can help. Our areas of specialization include:

 

  • Continuity and succession planning
  • Buy-sell planning
  • Key person protection, retention, and attraction
  • Employee stock ownership plans (ESOPs)

 

Learn more by contacting us at 1-469-737-4111 or rgardner@gardnerwallace.com.

 

  • What is your company’s sellability score? If you’re interested in knowing how your business compares to others in your industry, we can help with that, too. Find your company’s sellability score here.

 

 

  • Statistics
  • Video.
  • Article.
  • Contact us information
  • Financial Words You Should Know
  • What does retirement cost?
  • Meet your team 
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