Succession Planning Services Include:

•  Evaluation of the business to assess its profitability, financial health, business objectives and
    prospective successors;
•  Assessment of alternative transition structures to maximize tax and cash flow objectives for
    both existing and    projected leadership/ownership;
•  Assistance to owners in obtaining valuation information in order to draft equitable buy/sell
    and similar valid    succession agreements;
•  Development of estate planning documents which provide for ownership transfers;
•  Identification of possible conflicts and issues when not every family member is involved in the
    business, and coordination of the discussion and resolution of issues that may arise during
    transition;
•  Facilitation of conflict resolution procedures in relation to future management of the
    business.