OUR SERVICES

For some unknown reason, most small and mid-size businesses lack a continuation plan in the event of the disability or death of the founder, associates, or key personnel. Obviously, a terrible event such as this is devastating to the business due to the level of importance that these individuals have for the business.

It is hard to believe that all the effort and sacrifices it takes to build a business can be undone by any single event, yet accidents, illnesses, or natural disasters can erode years of careful planning in a second. Our practice has not only helped many businesses plan for these sudden risks but has also helped business owners plan for the long term. We can help you create an exit strategy to either sell out or just retire—and find the right person to lead your business once you’ve stepped down.

In order for a business to move or retire, proper funding is required. Helping with that is what we do best!