Ownership Transition & Exit Strategies
One of the most significant changes to a business and its stakeholders can be the transfer of ownership. Baker Tilly can help you prepare for transition now, for tomorrow.
Ownership Transition & Exit Strategies
All privately held businesses must transition ownership and leadership positions at some point.
And, business owners should have a transition plan in place whether they plan to retire, transact or an unexpected circumstance arises. Baker Tilly helps our clients navigate and plan for the impact of a sale or ownership transition.
Our services
Connect with our teamWe start every client engagement by first understanding your goals for short-term execution and long-term decisions. Then, we work with you to develop and execute strategies to grow and sustain the business or develop an exit and transition plan.
Leadership succession planning
Who will lead your business after you?
Our team can formalize a succession plan for your business. We can help with the following:
- Identification of current leadership transition timelines
- Definition of family leadership objectives
- Identification of potential successors by key positions
- Leadership gap analysis
- Assessment of potential successor
- Individual leadership development programs
- Development of measurement and readiness criteria
- Executive coaching
