Succession Planning

Succession planning is transitioning a business to a third party. Both private and public companies need a solid succession plan to ensure sustainability and long-term success. You can count on PCE to guide you in this complex matter whether for a intergenerational transfer, a sale or merger, PCE offers business owners:

• Comprehensive company evaluation,
• Scenario analysis to determine to optimize company departure,
• Determination of the tax implications and the tools to reduce them,
• Confirmation of the company's strategic vision and projected outlook,
• Research into potential heirs, buyers and other successors,
• Approval of the successor,
• Election of roles and responsibilities shared by the successor or successors.