Rehmann Consulting transition planning may include any number of the following:
- Generational transfer
- Sales to third parties
- Sales to key employees
- Leadership development
- Asset allocation
- Business valuation
- Equity risk management
- Investment management
- Wills and trusts
- High-net-worth life insurance
- Financial modeling
- Estate planning and analysis
- Operational improvement
We use a unique four-step process to ensure a successful future for your company: research and evaluation; financial models; alternatives; and implementation. For more information download the information sheet in the bottom, left corner of the screen.
Watch Rehmann Principal Brett Nesbit in a Naples Daily News segment to learn three things you must be able to demonstrate in order to enhance your business' value.
Business transition tools
A valuable tool for guiding transition planning conversations is the questionnaire "12 Common Sense Questions to Protect Your Wealth," developed by Tom Deans from his book, Every Family's Business. Complete the questionnaire and discuss the results with your advisors.
A good tool for understanding your perceptions and attitudes about retirement is the Exit Planning Institute's "Retirement Satisfaction Predictor."
|Click here to access our free assessment tool to determine how attractive your business is to a potential purchaser.|