All businesses must transition ownership and leadership positions at some point, whether because of retirement, resignation, dismissal or other unexpected opportunities or circumstances. As a current business owner or leader, preparing for this transition is one of the most significant challenges you will face.

    Developing ownership transition and exit plans can be complex and highly sensitive issues, but it is important to start planning early to help ensure a smooth transition.

    Baker Tilly helps owners and leaders of organizations across a broad range of industries strategically plan for and achieve their individual and business goals through comprehensive succession planning and exit strategies.

    We start by defining long-term goals and then we work with you to develop and execute strategies to grow and sustain the business, or develop an exit and transition plan in order to pass the company down to the next generation, its employees, or sell the company to an outside party.

    Baker Tilly process

    Our solutions

    Our industry specialized professionals can help you with:

    • Family business succession planning
    • Generational ownership transition planning
    • Exit strategies for outside sale
    • Mergers and acquisitions
    • Corporate finance advisory
    • Capital sourcing