Business/Company Transition

Are you thinking of selling your business? Retiring and leaving it to family members? Regardless of what transition you have in mind, it's important to plan it carefully. Let Jeremiah help with evaluating options, defining goals, and coordinating your plan so you'll be ready when the time comes.

Our business company transition services include:

  • Assistance defining your estate and succession planning goals to balance operational, legal, tax and financial concerns while maintaining flexibility

  • Assistance evaluating your exit options for your company including coordination to philanthropic planning and community projects

  • Coordination of the sale of your business against your pre-defined estate and succession planning goals

  • Assistance transitioning from one business to the next business as you execute your plan for success and significance and move to your next set of goals and start the cycle all over again

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