Succession Planning
We Prepare for the Hand-Off
So There Isn’t a Performance Drop-Off.
When You’ve Worked This Hard to Build Something, We’ll Make Sure You Can Move Forward Without Looking Back with Regrets.
Maybe you’re ready to retire. Maybe you’re looking for a new challenge. Whatever the reason, passing on your business can be difficult to imagine.
Maner Costerisan understands the complexity around succession planning, and we can help provide confidence, peace of mind, and financial freedom during what can be an especially stressful and uncertain time. We focus on your core business functions, aligning and strengthening your company, improving profitability, reducing overall risk and maximizing value. Through proper succession management, we can make sure what you’ve built can stand on its own.
Thinking of selling your business in the next few years?
Now may be the time to get going on creating your succession plan.
We recommend business owners begin planning 5-10 years before they’re ready to transition the business.
It can take anywhere from 3 months to 2 years (or more) to sell a business. Each situation is unique, though one thing is consistent – the more planful you are well in advance, the more likely you are to see success.
Working closely with trusted partners to help guide you through the process of transitioning your business is critical.
The right partner will help you:
1. Prepare (personal, family, and business)
2. Navigate the must-dos (like getting a business valuation)
3. Think through possible tax implications
4. Provide good advice for what to do with the money after you’ve sold
Services
Business Valuation
Our expert team includes certified business valuation advisors to analyze and determine the value of your business.
High Net Worth Tax Planning
We start by focusing on your individual and family goals, then proactively identify tax-saving opportunities to help you achieve them.
Strategic Planning
We can help businesses develop clear, practical and actionable steps to help achieve their short and long-term goals.
Financial & Retirement Planning
Getting you to where you want to be by removing any unnecessary risk and preventing costly mistakes.
Estate Planning
Using a combination of financial strategies, we’ll help you create a legacy that aligns with your personal values and goals.
Exit Strategy
We’ll deliver a roadmap of your core business functions that directly impact your profitability, business risks, and value— knowing these details allows owners to select the best exit option, build value and prepare for a sale.
