Establish & Restructure Business Entities

Effective business succession planning does not change the qualities and values that make a business unique and successful, but rather amplifies and leverages those qualities while seeking to position the business for continued and future success. We work closely with business owners to understand and analyze the workings of their business and present strategies that accomplish their objectives, without compromising their business’ unique qualities.

In working with an owner, we may recommend establishing a new business entity or restructuring an existing business entity, to address considerations such as:

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