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. The legacy you leave may not be one you want to be remembered by if you do not have a plan in place.

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 (ESOP's)

Learn more by contacting us at (972) 833-2570 or

  • Statistics
  • Video
  • Article
  • Contact us for more information
  • Financial words you should know
  • What does retirement cost?
  • Meet your team