What is business succession planning? As a business owner there are many transitions that are important to take into consideration over the course of a business’s lifetime. Having a plan in place for unexpected debilitating events, encompassing an outside party, or gearing up for a retirement, and/or stepping away from day-to-day operations can help ease these transitions. Peter Mendall, CFP®, CEPA, can assist in these efforts to create a solid future succession plan- building long-term trust and value to reward all the years of hard work.
- Ownership Succession
- Management Succession
- Business Valuation
- Strategic Planning (optimizing success of team)
- Retirement Planning
- Estate and Gift Planning
Please contact us if you’d like further information.
