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Transition Planning

Planning the next stages in the process.


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.


Our services include: 

Transfer Strategies

Goals Analysis

Business Valuations

Due Diligence & Acquisition Assistance

Exit & Succession Planning

Estate & Trust Planning

Tax Planning & Compliance

Financial Planning

Cash Flow Modeling

Contingency Planning


Next step:

3 Elements of a Successful Exit

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.

3. Implementation

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.


Questions? Let us know how we can help.

We Help You Get to Your Next Level

Get in touch today and find out how we can help you meet your objectives.


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