Succession, transition and exit planning for owner-managed businesses
Planning the next chapter of your business.
Whether you are stepping back, handing over to family or management, or considering a sale, the decisions you make now will define both your legacy and your financial outcome.
We help business owners plan these transitions properly with realism, discretion, and experience gained as owners ourselves.
Who we typically work with.
Owner-managed businesses
Founders considering retirement in the next 1–5 years
Family businesses planning generational transition
Owners weighing MBO vs third-party sale
Businesses where discretion matters
Clarify personal and financial objectives
We help owners define what they want from the next phase of life and how the business must perform to support those goals.
Assess realistic succession options
We objectively evaluate the practical options available, including family succession, management buy-out, or third-party sale.
Prepare the business for transition
We work with owners to strengthen structure, leadership, and operations so the business can transition smoothly and protect value.
