Business Owner Transition Solutions

You’ve invested years of intense focus and energy into running your business. Channeling the rewards of your hard work into a purposeful—and fulfilling—life once you’re ready to step away requires a broader outlook: one that simultaneously leverages technical business acumen and evaluates personal objectives so your wealth can power your personal fulfillment.

Your long-term vision, whether selling your company or pursuing other major life changes, should consider your business interests while centering plans for your family, community, and legacy.

Turn your vision into reality with a holistic approach to transition planning that brings all the dimensions of your plans, aspirations, and commitments together into one unified view.

Map Your Transition with an Experienced Team

Managing and orchestrating the disparate elements of transition planning can be a complex process.

Collaborating with an experienced team of specialists that oversee transaction planning strategies, tax, wealth management, residency transition, and more can, however, help you identify possibilities, navigate potential obstacles, and bring your comprehensive transition plan to life.

Confidently Navigate Your Transition

Explore how a comprehensive view of your transition situation can help you align your business interests with your life goals and aspirations.

Build a Foundation for Success

Structuring your life around a business often leaves little time to consider life outside your work commitments. Our professionals can help you navigate the unique crossroads of personal and professional goals through a transition:

• Execute deal strategy. Address the complex requirements of a sale from identifying future leaders through management succession planning, valuations to understand your business’s worth, full support for transactions, and more.
• Avoid tax complications and penalties. Maintain compliance with ever-evolving tax laws that could emerge depending on the locations where you operate or sell your business with State & Local Tax and International Tax Services.
• Leverage holistic wealth management. Consider a comprehensive wealth management experience that integrates financial planning, investment management, personal tax and estate support, and family office services in a cohesive way through our  Wealth Management Services, Private Clients Practice, and more.
• Proactively plan for relocation. Address potential tax and other implications of moving or shifting residency to a new state with Residency Transition Services.

We also work closely with your outside advisors—attorneys, investment bankers, business partners, and more—on your behalf to simplify coordination activities.

Deeply immersed in more than 30 industries, our professionals provide transition solutions specific to the nuances, challenges, and operations business owners across sectors face—while customizing legacy plans that nurture your asset base and allow you and your family to thrive.