Succession Planning

Succession Planning

 Every Business Needs An Exit Plan

Why Do I Need an Exit Plan Now for My Business?

By starting early with the planning, there is a higher likelihood that you will meet all of your objectives of leaving your business on the terms and schedule you desire.  Time is the most important aspect of a successful Exit Plan.   Considering these factors ahead of time may determine the direction you take with your business and the length of time required prior to exiting the business. 
  • Priorities
  • Professional Goals and Objectives
  • Value and Condition of your Business
  • Estate Plan
  • Value of Assets - Non-Business
Tax codes and Merger and Acquisition cycles can fluctuate, but if your goal is to exit the business in the next ten years, it is important to begin the process now.  A successful exit is well planned out and requires some time.  If you take control early in the process and we work together, the results may be just what you dreamed of.

What is included with succession planning?

  • Business Valuation

    For more information about our business valuation services, see the Business Valuation tab under the Services link from the Home page.

  • Strategic Partnerships

    Strategically pairing your business with experts in the community proves to:


    • increase sales
    • retain employees
    • successfully map the financial trajectory of your business
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Your Succession Planning Experts in Harrisburg & Central PA

Business Valuation

Conflict Resolution

Succession Planning

Divorce Mediation

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