200 Meridian Centre, Suite 150
Rochester, NY 14618
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Business Succession Decisions

With the odds stacked against a successful transition/exit, we have found that there is a formula that other business owners have followed. We’d like to walk you through what that might look like for you and your business.

Establish Owners Objectives

Establish Business Value and Cash Flow

Promote Business Value

Determine Whether a Transfer or Sale

Develop a Contingency Plan

Create a Comprehensive Financial and Wealth Preservation Plan