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Business Continuation Planning Services

You have worked hard to build the value of your business. From your employees, to your clients, and your customers, you have taken care of your people with the highest standard of service. Over time, however, the ultimate question comes for every business owner: “what is the next chapter in my life?”

We can help you answer that question with confidence. Working alongside our partners, Stephen Cunha can help you evaluate the next steps of your life, whether it be the transition of your business to the next generation, your employees, or an outright sale.

As successful business owners understand, decisions of this scale require coordination with a team of professionals. It not only entails financial expertise and guidance, but the emotional support to make the most effective decisions. As your strategic partner, we will help you prepare for one of life’s biggest transitions.

See our 4 Step Process Below:

Stage 1: Resources and Objectives

What are you trying to accomplish? When do you want to transition and at what value and to whom? What is your business worth? How is cash flow? Through our strategic partners we provide the business valuation necessary to assess where you are today so we can help you set attainable goals.

Stage 2: Building Business Value

Through our partners we will  help you build and preserve business value. This could include working with a business coach or consultant with strategic planning or management team restructuring. We may also create key employee incentive programs or a retirement plan re-design to attract or retain the talent you need to build business value.

Stage 3:
Selling Your Company

Whether to a third-party or to current insiders like family or existing employees, through our strategic partners we can provide guidance throughout the process to seek to maximize sale proceeds, minimize taxes, improve the likelihood of a successful sale or structure a deal with insiders who may not have the financial resources to pay full value up front.

Stage 4: Wealth Management & Estate Coordination

Now your greatest asset may no longer be your business, but your investment portfolio. This is where estate and legacy planning finalize the planning process. We help you develop a comprehensive financial plan and work in partnership with your legal team in an effort to ensure your investments and insurance are arranged in harmony with your estate plan.

Neither LPL Financial nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney or tax counsel for advicce on specific legal and tax matters.