Transition planning helps clients prepare for the time when they will redefine their relationship to their business. Our approach emphasizes the use of financial modeling to determine what the owner needs, before determining the transition method. We can assist clients in the following situations:

• Retention of the business for family members;

• Planned sale of the business to employees, co-stockholders or external buyers;

• Emergency planning for either the sale or retention of the business in the event of the client’s premature death or disability; and

• Coordination of business and estate planning-especially when there are children both working and not working in the business.  Family harmony is typically an important goal above and beyond the nuts and bolts of a sound business succession plan;

At Capital Analysts of New England our technical skill is matched only by our ability to listen to what our clients are telling us they want.  While many of the tools and techniques used to help transfer a business from one generation to another are straightforward, every family business is different and how we use these tools is entirely dependent upon each client’s unique family dynamic.