Succession Planning

Take a deep breath. We can help you plan and prepare to transition your role within your business.

Been running your business for a while?

Succession planning might seem like a huge confusing process but we can help. We help you take a look at your current operations, plan a transition, and see how to bring the maximum benefit to you.

Helping you navigate some of the hard questions and decide what’s best for you . . .

  • Should you sell to an external buyer?
  • Should you sell to a family member or someone on your team?
  • What’s your game plan for the future?
  • What operations need to change to prepare for your successor?

Minimize your taxes. Without proper tax planning, taxes could take up to 60% of what the business sells for

If done correctly, we can help save you a lot in taxes, depending on the specifics of your situation. We are experts on structuring the sale in a way that minimizes taxes.

Every situation is different

We meet with you and walk through what you want to do. We help you talk through the positives and negatives of options you’re considering. Learn how we can help you make this happen for your team.

This process can take anywhere from six months to four years …

We look at your business as unique — we approach it based on what you want and your family wants. Everyone has a unique plan. We help you develop and implement a plan.  We won’t leave you hanging. Learn how we can help.

Need more information?

We can accomplish a lot with a free session. Schedule a call today!

1. Schedule a quick call with a Plack Group team member.
2. Meet for a free strategy session by video conference.
3. Get a customized plan to help you move forward.

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