Easily establish your business succession plan

Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? A business succession plan isn't just a formality; it's a strategic blueprint to help ensure the continued growth and success of your enterprise.

Define your goals with an investment professional

The first step in succession planning is defining your goals. Do you want to keep the business in the family? Are you considering selling? Or perhaps a merger is more fitting?

By identifying your objectives upfront, you can tailor the succession plan to meet your specific needs. Our advisors at Savvy will guide you through this crucial phase, making sure every choice aligns with your long-term vision for the business.

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Get a fair valuation for your business

Determining the worth of your business isn't just about the numbers. It involves a comprehensive evaluation of assets, liabilities, market conditions, and growth potential. This is pivotal for informed decision-making, whether you're handing over the reins or considering an outright sale

Determine and develop your successor

Choosing a successor is arguably the most critical element of business succession planning. Whether it’s a family member, key employee, or an external candidate, Savvy can help provide a professional opinion on how to identify individuals with the right skills, vision, and commitment to lead your business into the future.

Financial foundation

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We'll help you create a succession plan that honors your life's work and sets the stage for a successful future.

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