The family business transition plan defines how and when you want to move towards the next generation of ownership and control of the family enterprise. We work together with you to envision, design, and implement your plan so that you can foster a lasting legacy and a successful "what next."
We are honored to be by your side at this critical juncture, operating with sensitivity and awareness of the family dynamic. Our goal is to help preserve harmony with everyone involved--past, present, and future.
As a business owner, the single largest financial transaction you will likely experience in your lifetime is the sale or transfer of control of your business. How you will achieve this is rarely clear.
We begin by helping you conceptualize the end goal that aligns best with your family’s vision. Once we do that, the path to get there becomes clear.
Because every family business is different, our process is designed to identify your unique strengths and gaps, so that we can work with you and your trusted advisors to design a plan to help achieve the result that is best for you and your family’s business.
Schedule a 45-minute Introductory Call. At TransitioNext AdvisorsTM we know that no transition is the same and we value your time.
That is why at the end of this call, you will have a clear understanding of how our process works and how we can help you with your transition.