Ownership Transition

Ownership Transition

We guide firms through the unknowns of ownership transition with perspective and experience.


Ownership transition is a necessary step in the life cycle of your firm. Let us help you evaluate the many options available.

Don’t Know Where to Start?

That is why we exist. We help you initiate the process and deliver a higher degree of care that consists of ownership transition education, a dynamic financial model that allows us to test every possible future scenario, and holistic recommendations that are aligned with your firm’s strategy. Our mission is to provide your firm with a comprehensive roadmap for the next phase of its’ life.


Our transition framework allows you to preserve your legacy. Throughout the last three decades, we have helped thousands of firms develop actionable internal and external ownership transition plans. We can help keep your business thriving and advise both departing and next-generation owners. 

How we help

Develop a Shared Vision
Leadership Succession Planning
Focused Financial Modeling and Benchmarking

Resources

Ownership Transition

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Research & Publications

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