Succession Planning and Business Valuation
We Offer Succession Planning and Business Valuation Support in the Following Areas:
Estate, Gift and Trust Planning
Our professionals can advise or assist your legal counsel with short or long-term planning, the preparation of wills, buy-sell agreements, business valuations, compensation and retirement agreements, simple or complex transition planning customized for you including family and charitable gifts arrangements.
Business Succession Planning
We create a clear path forward to meet critical milestones and responsibilities. This road map helps us guide you on the succession journey and ensures success for one of the most significant events of your life.
We conduct a thorough assessment of factors that form an accurate picture of your company’s current standing and long-term prospects.
Our Wealth Management team specializes in providing clients with a highly probable path to reaching their investment goals. Leveraging a factor-based investing approach, we isolate the factors that are most critical to investing success.
Transaction Advisory Services
We guide our clients in confidently moving through the complex mergers and acquisitions process - from planning and negotiations to closing the transaction and beyond.
Our “& More” philosophy means that we go above and beyond traditional succession planning and business valuation practices. Speak to one of our experts today to learn how we can propel your business forward.
- Manufacturing and Distribution
- Public and Private Companies
Reconstructing Your Estate Plan in the New Tax Environment
Contact us to speak with one our industry experts today.