CONTINUITY IDENTIFICATION REALIZATION
You’ve spent many years and enormous efforts growing your organization. The time has come to think about the next chapter and create a succession plan. It’s never too early to plan an effective transition to your successor and thus avoid a shortage of skilled staff or worse, the closure of your business.
A plan to match your objectives
Our team of experts will help you set goals for your organization and for yourself. At any time, you can count on us to support you restructuring your business and to guide you in making strategic decisions.
PLANNING STEPS
- Becoming aware of a need for succession
- Developing a personalized succession plan
- Identifying potential successors
- Planning the preferred tax and financial structure
- Implementing the succession plan