Succession Planning

Ownership transition takes time, initiative, planning, and communication to be effective.

Three people discussing something that is on a clipboard.

Developing a business succession plan is a process, not an event.

We use our knowledge of your manufacturing company, your personal goals, and all the external forces affecting your company to create a roadmap for transition. We believe that successful manufacturing business transitions happen by using a strategic approach—evaluating your business as a whole and asking the hard questions.

Our team of experienced manufacturing business succession planning professionals will take the time to evaluate the best course of action. Do you want to buy a business, sell a business, transition to the next generation, or understand the value of your business? We believe in adequately preparing your business for its next phase in the buying or selling process as well as the value that brings in the current market.

There are many complex questions for a business owner to consider during the transition process. We work with each client to establish a realistic timeline for transition. Our vast financial experience working with privately held clients gives us the strength and depth of knowledge to guide you in making the appropriate decisions affecting the manufacturing business succession planning process every step of the way.

Transition Planning for Manufacturing

Increasing the Acquisition Value of Your Business: Operations Considerations

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Business Valuation Basics: What You Need to Know Before Transferring Ownership

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buy-sell agreement

Does Your Business Have a Valid Buy-Sell Agreement in Place?

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