Perpetuation Planning

Guiding your firm in building a purposeful organization prepared to thrive beyond the current generation of ownership and management.

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Gain a more complete understanding of how M&A is impacting the Retirement industry and the state of your business relative to the broader marketplace.

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Merely 1.5% of companies survive through their 3rd generation of management.
Today's retirement and wealth landscape has led many successful business owners to take on new partnerships, acquire firms for inorganic growth or look towards the future as an independent.
Maintaining a successful business with the greatest enterprise value requires a consistent, well thought out perpetuation plan. This allows your firm to better take advantage of market opportunities, avoid situations that could threaten company growth and prepare for unforseen circumstances.

Our Perpetuation Planning services include:

  • Perpetuation Planning
  • Buy-Sell Agreements
  • Insurance and LLC
  • Shared Responsibility
  • Retirement and Succession

Other services

All Services

Business Strategy & Planning

Bringing the market understanding, know-how, and market expertise to help improve performance, position your firm for real competitive advantage, and greater enterprise value.

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Valuations & Financial Benchmarking

Execute a full market valuation of your business, while providing data and insights around strengths, weaknesses, opportunities and threats.

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M&A Advisory

Representing your firm (Sell and Buy-Side) through sale, merger or acquisition.

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