Transition Will Happen. Are You Prepared?

Overview

All business owners will transition their business at some point in the future. Whether it is a transfer within their family, such as to the next generation, or to an existing business partner or employee, or sold to a competitor or outside investor, transition will occur. Just as successfully run businesses do not happen overnight, transitioning well cannot happen without devoting the necessary focus and intentionality. Business owners who take early ownership of preparing to transition can break through the roadblocks with an integrated approach that leads to a thoughtful and successful transition.

Advisor Thinking