As part of our business succession planning package, we can provide the services listed below in order to help address succession planning, the sale/purchase of a company, and the implementation of partnership operating procedures. We break our process into three main areas:
Our goal is to be your financial quarterback, hold your hand through this process, and make sure that you are comfortable with the decisions you are making. Laying the proper groundwork and having clear and open communication during this process is essential, otherwise, the environment could become hostile, or the deal could get significantly delayed or fall apart.
To help make this process go smoothly, below is an outline of the services we provide:
Customized Strategies & Terms
After formulating a plan, the proper documents and protection strategies will need to be implemented to protect everyone involved in this transaction. We will work with all your professionals to help facilitate this process.
Our services do not stop when the plan is implemented. We will establish a periodic review schedule to make sure that the terms are still relevant and to assist in adjusting as needed.
*Steffens & Steffens, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.