Succession Planning

Do you have a comprehensive plan to transition your company to the next generation of leaders?

How will you transition to the next generation of leaders?

You’ve worked hard to build your company into what it is today. While the day-to-day challenges of managing a business give you plenty to keep up with, looking ahead and planning for the company’s future is more important than ever. What will your company’s legacy be? Don’t leave your company’s future to chance.

Developing an effective succession plan to clarify future ownership is a complex and very personal step in your company’s life cycle. You need trustworthy professionals who can help you plan for such a transition while still accomplishing your business goals. With our experience to guide you, you can evaluate all the options and choose the one that best meets your objectives.

A Comprehensive, Effective Strategy

A well-administered succession strategy provides effective problem solving, initiates positive decision-making and promotes conflict resolution. It ensures continued operation of the company and a clear understanding of the future by all employees. An advisor you can trust is an invaluable resource of ideas, options, and perspective.

A Transition Plan and Orderly Transfer

Providing your appointed successors with a detailed training and transition plan will help ensure an orderly transfer of ownership and management responsibility. It will also supply them with the skills and contacts they need to run the business successfully.

For more information, please contact Thomas J. Emmerling, PhD, CFA, CVA at for a confidential discussion.


Measure Your Preparedness: Business Ownership Exit Transition Index

Do you have a formal plan for the transition of your privately held or family business? No matter the timeframe – next year or ten years from now, the journey begins here.

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