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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 scheduling a one-on-one with Robert Gardner.  Click here to schedule your meeting today.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (972) 833-2570