Business Transition / Succession Services

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Planning for the future requires the best guidance. Michael can help identify your goals, outline and develop a personalized transition plan, and either identify a buyer or help you get the best price for your business. If you want to keep the business in the family, Michael can lend his expert advice, personalized to ensure your business’s legacy.

Not ready to sell or transition? It’s still important to start planning for transition or succession early in case of accidents or emergencies. Essential planning for transitions includes tax planning, wealth planning, and financial planning.