Successful succession planning blends the strategic plan of the business with the personal financial plan of the business owner.
To achieve an effective and successful succession plan for our clients, Bruner-Cox LLP utilizes a distinctive blend of skills to bring the business strategic and personal financial plans together. Strategic planning, tax, personal financial planning and merger and acquisition skills and experience are all called upon during the development of the succession plan.
Whether the desired result is a liquidity event through a sale, a structured sale to employees (with or without an ESOP) or a sale or other transfer to family members, it begins with our client’s financial objective and their desired legacy for the business they have worked so hard to build.
For more information on succession planning, please contact Managing Partner at 330.497.2000.
