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Business Transition Planning

As a business owner, deciding how and when to step away from your company is one of the most important decisions you’ll make. Whether you’re preparing for a full exit, a gradual transition, or boosting your business’s value ahead of your departure, having a solid plan ensures you stay in control of your future. At Rehmann, we help you navigate this critical phase on your terms.

Our customized Business Transition Planning services accommodate organizations across all industries and sizes. Our goal is…

Protecting and Securing Your Legacy.
Working with You to Craft a Plan for the Future.
To Ensure a Smooth Transfer of Ownership — on your own terms.

What Is Business Transition Planning?

Business transition planning is a comprehensive process that prepares your business, personal finances, and legacy for the next chapter. It’s about creating a roadmap that aligns with your long-term goals, whether that’s selling your business, passing it to family, or simply stepping back while preserving its value.

Why Business Transition Planning Matters

A detailed transition plan can be the difference between leaving a lasting legacy and facing unnecessary hurdles when unforeseen circumstances arise. Developing a business transition plan provides the following key benefits to you and your organization:

Be Prepared for the Unexpected

Life is unpredictable. A transition or succession plan ensures that your business can weather unforeseen events, such as a death, illness, divorce, marriage, or a key employees’ abrupt resignation without drastically altering your short and long-term goals. With a business and succession plan, you can ensure that you have a plan in place to keep leadership roles in your organization occupied.

Maximize the Valuation of Your Business Before Transitioning

For those considering pursuing the private equity route, planning your business transition well in advance gives you time to explore options and maximize its value before you sell. Since many owners have much of their wealth tied to their business, a well-planned transition unlocks value, offering financial freedom for retirement or future ventures.

Encourage Long-Term Thinking – Both for Your Business and Yourself

Business transition planning forces you to focus on the big picture for both your organization and your personal life. The planning process requires you to address the long-term questions that will impact both your personal and professional life, such as: Who will run my business when I’m gone? Will it be a family member or a current business owner? Do I need help identifying and developing successors to ensure they are ready to take over? These are just a few of the key pieces that need to be addressed during the business and succession planning process.

Webinar

Empowered Planning: Your Business Transition | Part 1

Webinar

Empowered Planning: Your Business Transition | Part 2

Services Included in Our Business Transition Planning Approach

We provide the following comprehensive services to ensure a seamless and successful transition process:

Our integrated approach ensures that every aspect of your transition is addressed with precision and care, empowering you to achieve your goals effectively.

A holistic approach from experienced specialists

Helping to ensure that the nuances of your transaction or transition are being accounted for is always our goal. At Rehmann, we empower our clients with a uniquely holistic approach, bringing multiple service lines into the equation to meet your needs. Our trusted professionals understand the current market conditions and can provide you with advice that is both relevant and based on best practices.

Rehmann’s team includes specialists in tax, wealth management, private equity, estate planning, and more. We bring decades of cross-industry expertise to help you maximize value and make your transition seamless.

Ready to Take the Next Step?

Let’s build your roadmap to success together. Contact us at 866.799.9580 or fill out the form below to start planning your business transition today. Don’t leave your future to chance—partner with Rehmann and transition with confidence.