Succession Planning & Shareholder Matters
Managing the issues involved in succession planning for privately-held companies takes experience, insight and instinct. In these situations, the financial and emotional repercussions can be significant. Our experienced team of professionals understands these complexities and has developed practical, strategic approaches to mitigate them.
We address these challenges by navigating all shareholders through the relevant issues and decisions of a succession plan and the courses of action that impact each shareholder, always keeping in mind the overall business objectives of the company.
On assignments related to succession planning, we have developed an approach that sets us apart, which we outline below.