Succession and exit planning that starts years before the closing.

Where readiness usually breaks down

Transitions rarely fail on price alone. They fail because the financial records cannot survive diligence, because the company depends on the owner personally, or because the tax structure was never reviewed with a sale in mind.

• Financial records that must be rebuilt for a buyer
• Owner dependency in sales, relationships, or operations
• Revenue concentrated in a few customers
• Thin management depth below the owner
• Entity and basis issues discovered too late
• No agreement among family or partners

How the engagement works

The starting point is a readiness discussion, not a valuation pitch. From there the work is sequenced against your timeline — records and reporting first, then value drivers, then structure and tax modeling for the likely transition paths.

• Exit readiness assessment and priority list
• Value driver review and improvement plan
• Internal succession, family transfer, or third-party sale analysis
• Tax modeling of alternative structures
• Due-diligence preparation and record remediation
• Coordination with attorneys, advisors, and intermediaries

Who this is for

Owners two to ten years from a transition, owners approaching retirement without a successor identified, partners planning a buyout, and families weighing whether the next generation can or should take over.