Succession Planning
Succession that protects what you built.
Exit your business on your terms.
Schedule a meetingWhat you get
Valuation range for your business informed by real market comps.
Exit pathway analysis: strategic sale, ESOP, family transition, or hold.
Tax strategy for the transaction — structure matters more than sale price.
Personal financial plan updated for post-exit life.
My approach
Most owners sell once. I work with people who are selling for the first time and make sure the process doesn’t leave money on the table or create tax problems that dwarf the proceeds.
How the engagement works
- 1
Readiness review
We assess the business’s saleability and identify value-enhancement work before going to market.
- 2
Pathway selection
We weigh strategic buyers vs. financial buyers vs. family vs. ESOP against your goals.
- 3
Team assembly
M&A attorney, valuation specialist, transaction CPA — I coordinate the team.
- 4
Post-exit planning
Liquidity event planning starts 2+ years before the close. We do this work upfront.
Common questions
- How do we start?
- We start with a 30-minute introductory conversation. No cost, no pitch — just a chance to see whether we’re a fit for what you’re working on.
- What does this cost?
- Fees depend on scope. I’ll outline the full cost structure during our intro call so you can decide if it makes sense to move forward.
- Do you work with people outside my state?
- I can work with clients in states where I’m properly registered. The footer lists every state on my registration.