Succession Planning

Your business running without you?

For most business owners, there is no difference between themselves and the organization. Growing and shaping the company has been your life’s work, but at some point, you will need to let go and eventually move on. When this time comes, it’s essential to have a plan in place to guide the transition and ensure that your financial investment is rewarded.

Create, implement, and manage the succession process.

To put you and your business in the best position possible, proper succession planning should begin early and requires thoughtful consideration of many details. Our succession planning experts can help – whether you’re transferring your company to family heirs, transitioning the business to key employees, positioning the company for sale, or if you’re still unsure of its future.

Our team of experienced professionals will meet with you to discuss key issues such as the current business value and options for selling, tax and estate consequences, and future leadership possibilities – all while being empathetic to the sensitive nature of the transition. We have worked with dozens of business owners across Georgia helping to create, implement, and manage the succession process.

Our succession planning services include:

Creating and helping to execute an exit strategy and timeline
Identifying the most appropriate candidates for leadership positions
Navigation of family matters, including choosing a successor
Facilitation of communications to family members, clients, and outside stakeholders as needed
Business valuation
Buy/sell agreements and preparing the business to receive the best terms and price in a merger or acquisition
Maintenance of financial liquidity
Assistance with reorganization or choice of entity structure
Estate and gift tax planning

Succession Planning

Your business running without you?

Create, implement, and manage the succession process.

Our succession planning services include:

Tell Us How We Can Help