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Business Transitions

Transitioning your business should not be haphazard or random. If you’re like most privately owned business owners, you have spent countless hours creating and growing your business and may have spent very little time thinking about how to successfully exit your business. When and how to exit requires planning that often begins years before the actual event. Following a proven systematic process, we can help you work toward your business transition goals while decreasing the odds of a transfer that is less than optimal.

As a Certified Exit Planning Advisor®, I can help you develop a strategic plan with the right team of advisors to allow you to have an orderly exit, under desirable conditions, at an attractive price while minimizing tax consequences. I have developed a community of professional advisors who work collaboratively to help owners build valuable businesses and prepare and execute successful transitions.  My strategic relationships allow me to help you build your collaborative transition team.