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If you are considering transitioning your business, whether for growth or eventual retirement, Porte Brown can help you achieve your long-term goals. We have a CEPA (Certified Exit Planning Advisor) that leads our experienced team in complex partnerships, including those involving family relationships.
Our business transition services include advising clients on mergers and acquisitions, conducting due diligence and developing and executing estate, trust, and exit planning strategies.
The transition planning process can include several components, from identifying your personal, business and financial goals to optimizing tax strategies and developing a plan of action to ensure that your business is transferred according to your terms.
Due Diligence & Acquisition Assistance
Tax Planning & Compliance
Cash Flow Modeling
1. A Road Map
2. Experienced Guides
Owners must assemble a team of trained and experienced advisors to guide them through the many choices and decisions they face as they work toward their exit goals.
Success depends upon a disciplined implementation timetable keyed to an owner's Exit Plan.
Without experienced advisors, an Exit Plan and an implementation timetable, the chances for a successful exit are very slim.
*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.