Buy Sell Advisory
Business succession

Planning Your Business’s Next Chapter?

Whether ownership passes to family, partners, or management, the financial arrangements behind the transfer need to hold up.

Succession plans can take years to carry out. Business value, owner goals, and funding needs often change along the way, and a plan set up early can drift away from what the owners now intend.

Questions worth answering

  • 01What is the business worth today, and how might that change?
  • 02How will the outgoing owner be paid?
  • 03Is funding in place if an owner dies or becomes disabled before the transfer finishes?
  • 04Do the financial arrangements match your current succession goals?
Complimentary Succession Funding Review

We review an informal estimate of your business value, your ownership structure and potential buyout obligations, and how a buyout would be funded — then flag anything that may need attention from your attorney or CPA. No cost, no obligation.

Step 1 of 4Ownership situation
What’s changing in your business?

Informal business valuations are planning estimates, not certified appraisals. Funding reviews do not guarantee a sufficient future payout. Legal agreement interpretation and tax questions are reserved for qualified attorneys and CPAs. The initial and eligible annual reviews are complimentary; participation does not require purchasing products or engaging additional professionals. Financial or insurance professionals may receive compensation if you independently choose to implement a product.

Other ownership changes
New equity partner
Congratulations on Your New Partner. Is Your Buy-Sell Plan Ready?
Partner retirement
When Your Partner Retires, Is Your Business Prepared for the Buyout?
Employee ownership
Turning a Key Employee Into an Owner?
Annual valuation & funding review
When Was Your Buy-Sell Plan Last Reviewed?