Succession Planning

When you reach the point in your career where you are considering retirement, it is critical that you have a solid succession plan. A good plan takes time to develop in order to secure your best return on your hard-earned investment. The Apple Group recommends that if you are eyeing retirement within five years, you begin planning for it now. Whether you are going to turn your business over to family members, sell it to employees or sell on the open market, you need to plan for how that will happen. Like anything else in business, the results can only be as good as the effort put forth. Start planning now. We can help.

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How We Can Help

You may have it all worked out in your mind, but the key to a successful plan is getting buy-in from the people involved. While you may expect your son or daughter to carry on your business, you better make sure that is best for them and the business. Working as a team through the transition is essential. We can step you through the process and assist you with developing a plan that will make the transition less disruptive for you and your business.

  • Business Valuation
  • Selling to Family
  • Selling to Employees
  • Selling to Competitors
  • Mergers and Acquisitions
  • Using a Business Broker
  • Financing Options