Exit & Succession Planning

Are you like many successful business owners caught up in the immediate demands of your business, but not focusing on what will happen to the firm when you retire? One of the largest hurdles faced in exit planning is the emotion involved in relinquishing control of something you have built over a lifetime. This decision is compounded by financial complexities and family issues. Have you come to the decision that you can’t put succession planning off any longer?

How we help

CTR helps facilitate a smooth transition, mitigating the financial and emotional complexities of succession.

  • Maximization of value of business by determining key succession elements
  • Determination of needs for exiting business owner
  • Management of special needs of family members
  • Advisement on key issues during succession