Business owners typically invest their entire lives in the development and operation of their business. Yet, day-to-day responsibilities sometimes crowd out one of the most important questions a business owner could ask: What’s next?
That’s where we come in.
Next Generation Advisors specializes in walking business owners through the process of developing a plan that protects the value of the business, meets the needs of the owner and guides the transition of the business to the next phase. We help crystalize personal goals and objectives and then guide you through our proven methodology for defining your transition plan.
Working with your trusted advisors, we address the full range of issues facing any business owner, such as financial security, retirement, and preparing the business for sale or transition to the next generation or phase of business. If our analysis determines you need an advisor not already on your team, we can assist in identifying the person who can help you achieve your goals.
Our methodology consists of evaluating 3 aspects of the business:
1. Business Operations
2. Financial Needs
3. Family Governance/Ownership
The result is a clear, written plan that can be updated as conditions and opportunities change. Your transition plan is your road map to a successful future and clearly answers the most important question: What’s next?