TRANSITION PLANNING

Remember when you first opened your business? It was the culmination of a lifelong dream, but it was also a new beginning.  Whether it’s been years – or even decades – you’ve worked hard, you’ve worked smart, and you’ve made the business a success.

But what’s next? Maybe you’re thinking of scaling back your day-to-day involvement either tomorrow or months from now. Perhaps turning the operations over to a trusted employee or family member? Maybe selling the business and retiring altogether? No matter which transition path you choose, it all starts with information.

Do you know what your business is worth?

Do you know how much money it will take to live the lifestyle you envision?

Do you know how to increase the value of your business to make your plans a reality?

These questions all speak to areas in which we can help.

Eagle Corporate Advisors will provide you with a comprehensive analysis of all factors that can impact your transition strategy.

Planning addresses a multiplicity of issues that are important to you, including the current and future value of your business, along with information on your employees and your market position. Transition planning begins with your goals and objectives in these areas as well as your current and future resources. Eagle identifies the best strategies for achieving your goals, then helps you get there.

Chuck regularly shares his insight in our monthly newsletter, The Navigator.

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