Services
Succession Planning
Planning for leadership succession to maintain continuity and protect your legacy.
Exit Planning
Preparing for and optimizing the sale of your business to a family member or strategic buyer.
Strategic Planning
Clarifying and implementing your long-term and short-term strategic business and personal goals.
Lack of succession planning continues to threaten the longevity of many businesses. According to a recent study, 80% percent of business owners intend for the succeeding generation to take over. But only 19% report that they have begun planning for succession. source: gvsu.edu/fobi
Trusted advisor.
We help business owners like you navigate the challenges of selling their business or transitioning leadership to the next generation, with a primary focus on protecting your legacy.
