It’s never too early. Ideally, succession planning should begin 3–5 years before your intended transition to ensure a smooth process.

Options include selling to a family member, key employee, outside buyer, or co-owner. We help you evaluate what’s best based on your goals.

Without planning, you may face unexpected tax consequences. We develop strategies to reduce tax liabilities during the transfer.

Yes. We often collaborate with your legal and accounting professionals to align all aspects of your succession plan.