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Valuation, Financing, Transaction, Merger, Acquisition, Divestiture, Fairness Opinion, Corporate Finance, Financial Advisor

Succession Planning


Succession Planning is the process of identifying and developing people with the potential to fill key business leadership roles in a business.


Alternative candidates may include one or all of the following:

  • family members

  • existing employees

  • external parties


Execution of a Succession Plan in a private company often provides for some level of ownership transfer from the Existing Shareholder(s) to the Incoming Shareholder(s) and a related Shareholders Agreement being put in place. Click here for our comments on Shareholders Agreements.


Our role will include one or both of the following:

  • An Initial Valuation to complete the first phase of the Succession Plan.

  • An Annual Valuation thereafter in support of:

    • the Shareholders Agreement; and,

    • any subsequent transfers of share ownership in executing the Succession Plan.


Click here for a PDF Version of our firm's experiences for Succession Planning purposes.


Contact us on a confidential no obligation basis to discuss your situation and how we may be able to assist you.


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