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PERPETUATION PLANNING

Guiding your firm in building a purposeful organization prepared to thrive beyond the current generation of ownership and management.

Let's Talk

Gain a more complete understanding of how M&A is impacting your industry and the state of your business relative to the broader marketplace.

Today's wealth landscape has led many successful business owners to take on new partnerships, acquire firms for inorganic growth or look towards the future as an independent.
Maintaining a successful business with the greatest enterprise value requires a consistent, well thought out perpetuation plan. This allows your firm to better take advantage of market opportunities, avoid situations that could threaten company growth and prepare for unforseen circumstances.
Working with Laptops

Our Perpetuation Planning services include:

  • Perpetuation Planning

  • Buy-Sell Agreements

  • Insurance and LLC

  • Shared Responsibility

  • Succession.

City Sky

Other services

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BUSINESS STRATEGY & PLANNING

Bringing the market understanding, know-how, and market expertise to help improve performance, position your firm for real competitive advantage, and greater enterprise value.

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VALUATIONS & FINANCIAL BENCHMARKING

Execute a full market valuation of your business, while providing data and insights around strengths, weaknesses, opportunities and threats.

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ANALYTICS & PERSPECTIVES

Deep industry expertise combined with unique thought leadership to ensure your organization and those within it are informed with practical insight to navigate today's changing landscape.

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WHAT'S NEXT FOR YOUR FIRM?

Lets Talk.

Gain a more complete understanding of how M&A is impacting the

industry and the state of your business relative to the broader marketplace.

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