Succession & exit planning

AGH’s experience covers a multitude of transaction scenarios advising on ownership transitions, including management-led buy-outs, transfers of ownership to the next family generation, sales of business operations to third parties, sales to employee stock ownership plans and other exit strategies. Additionally, we provide buy-side advice to those who are actively acquiring businesses or seeking financing for organic growth. See how our M&A advisory service can assist with your business transition.

Every business owner eventually exits the business. Dealing with the financial, legal, and other dynamic issues, exit planning is complex and time-intensive. With a Certified Exit Planner (CExP), you can get help designing your exit plan and leading your various advisors so you exit on your terms. See how we can help you secure your legacy with our exit plan design & implementation service.

The dynamics of a family business often bring a unique set of considerations and challenges to an already complicated planning issue. AGH’s family business consultants will ensure the right topics are considered and help facilitate dialogue to address the relational, and often difficult, aspects of a transition. See how we can help your family business continue to grow, succeed and transition to the next generation with our family business consulting service.

Our comprehensive planning is a standalone service that is tailored for each family we work with as it pertains to their value systems, needs and family dynamics. The mission of the AGH Wealth Management team is to help you discover your untapped potential and defend your wealth against unnecessary risks by creating and implementing a plan that is centered on what you value most. When there is purpose behind your goals, there is joy and fulfillment in reaching them. Learn how we can create a plan to transition from managing your business to fulfilling your life's purpose with our wealth management services.

Succession planning has more than one meaning for business owners – ownership succession versus management succession – and can become complicated and nuanced. AGH helps differentiate between the two and works to help business owners do both – whether it is identifying potential successors to transition daily operations or assessing needs and desires in an ownership transition. See how our succession planning services can differentiate between ownership and management roles and implement separate processes to transition each.

Proper tax planning prior to a transaction significantly impacts the tax implications of exiting or entering a business. AGH’s dedicated tax professionals help structure business transitions to minimize the tax risk of the transaction while optimizing after-tax proceeds to the seller or minimizing the after-tax cost to the buyer. AGH can serve as your primary resource or an extension of your team by working with your current provider before, during or after a transaction in whatever capacity best meets your needs. Correct tax planning with our tax services will likely cover the fees when it comes to the tax implications of exiting a business.