At one point or another, every owner will leave their business. Herbein + Company will help you to ensure at that time; you, your family, the business, and the future will be protected.
The goal of our Management Advisory Services team is to work with you in finding a plan that best fits you, and to manage a smooth transaction between you and the future owners. Our team will meet with you to learn more about your business, discuss the individualized process of creating a plan, and help you find a solution.
Common reasons to create a succession plan include:
Exit Planning Assessment Questionnaire
Before you choose where you want to go, let’s figure out where you are. To assess your exit preparedness, please complete our free exit planning assessment questionnaire to focus on what you can do now, and your next steps.