Business transition services

Transitioning your business is a matter of when, not if. In a business transition or exit, one of the largest expenses is often tax. Much planning can be done to minimize this expenditure, but it often takes time to implement. By identifying your personal and professional priorities as soon as possible in our relationship with you, we align them to corresponding tax structures as part of your business transition plan.

In structuring your business transition, we help you preserve and transfer your wealth according to your wishes. By addressing succession strategies and the corresponding tax implications, you strengthen your legacy and secure the future for your beneficiaries.

We clarify the view of your company’s financial health and performance through a detailed and accurate assessment that adjusts for nonrecurring, nonoperational and noncash revenue and expenses. Not only is this crucial to an accurate valuation of your business, but it also identifies potential risks and areas for improvement so you can address them proactively and enhance the overall value of the business.

Accurate asset and business valuations are essential to determining the fair market value of your business, which in turn is central to negotiations and transactions supporting your business transition. Our advanced methodologies, deep experience and industry knowledge enable precise valuations, no matter how complex your company is.

In a business transition, a high-quality, industry-tailored financial statement audit can instill stakeholder confidence and strengthen peace of mind in your financial reporting. As a leading provider of assurance services for the middle market, we serve as your trusted auditor, leveraging technology to enhance efficiency and delivering business insights found during the audit process.

A successful business transition isn’t just about the exit—it’s about securing your financial future. For many business owners, a family office can be a powerful solution for preserving wealth, managing investments and ensuring long-term financial success. But is a family office the right fit for you? We help you assess your needs, explore the benefits and determine the best structure to protect your legacy, optimize tax efficiency and support your family’s evolving priorities.