Succession Planning

At blum, we take the time to fully understand the needs of the company and the desires of the owners as you prepare for succession We will work with all your professional advisors to make sure the transition happens smoothly.

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At blum, we take the time to fully understand the needs of the company and the desires of the owners as you prepare for succession We will work with all your professional advisors to make sure the transition happens smoothly.

Just as every individual is unique, so is every company. Deciding on whether to transfer the business to the next generation or sell it requires consideration of many tax and non-tax issues. We participate in the discussions and provide assistance to the owners during the decision-making process.

We want your business succession or transition to be completed with as little disruption as possible. Keeping in mind the challenges and opportunities that result from a transfer of leadership, we’ll coordinate and execute a comprehensive, multi-level plan that will let you move into the future on solid footing.

Our business transition planning services include:

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Succession Planning Insights