Succession & Exit Planning

90% of business owners do not make adequate plans for the future whether it is for succession to new management or an ultimate sale. This is especially true for closely held “family” businesses.  We provide the following services to insure a smooth and successful result:

  • Transition Readiness Analysis – Family Owned / Closely Held
  • Transition Readiness Analysis – Non-Family Owned
  • Succession Timeframe
  • Succession Vision
  • Business Valuation
  • Alignment of Professional Advisors –Legal, Financial & Operational

Contact Us



300 W. Palmetto Park Rd.
Boca Raton, FL 33432