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Business Transition Services

Plante Moran’s business transition specialists, working in conjunction with estate planning experts, tax consultants, and financial advisors, can help you develop a strategy that will open new avenues of opportunity and attain desired results for your business and family.
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Planning for the transition or succession of your business can be difficult to imagine; however, it’s never too early to plan for the future of your business to ensure that your goals and wishes are met.

As part of Plante Moran’s Wealth Management practice, we work seamlessly with more than 250 professionals to provide objective, goals-based solutions that are tailored to your needs. We will work alongside you and your advisory team to help you effectively manage the transition process, mitigate risk, and reduce stress and uncertainty.

From financial, estate, and ownership transition planning to family dynamics and management transition, our team of experts will design and execute a successful transition plan to help you chart the best course for you, your family, and your business.

Business Transition Services Thought Leadership

  • Buy-sell agreements: Protect the future of your business

    The departure of an owner or partner can put a business’s future at risk. Buy-sell plans are crucial to ensure your company is well prepared. We explain.

    Todd McClain Wealth Management Patrick Serda
    Article June 22, 2021 4 min read
    Business professional taking a phone call in their home office.
  • Wealth roundtable: Strategies to help you move forward

    When the happenings of the world feel uncertain, questions about your financial well-being are common. View our on-demand webinar where our experts share their best guidance for protecting and growing your wealth in times of uncertainty. 

    Hans Kronsbein Wealth Management Sara Montgomery Wealth Management Steven J. Gibson Wealth Management Amber Terakedis Wealth Management
    Webinar May 18, 2021 45 min watch
    Couple on a sailboat sailing ocean waters.
  • Want to reward staff? Consider a nonqualified deferred compensation plan
    A nonqualified deferred compensation plan can be a highly effective way both to motivate critical staff and to lay a strong foundation that supports the long-term success of the business you worked so hard to build. Here are five things you need to know.
    Katie Redle Wealth Management Michael Krucker
    Article February 11, 2021 5 min read
    Multiple people sitting, listening to a presenter
  • Personal wealth roundtable: 2021 in view
    What does comprehensive wealth management look like in 2021? View our on-demand webinar for a discussion of strategies and planning ideas that will help you become financially well-rounded this year.
    Jim Baird Wealth Management Dawn Jinsky Wealth Management Jeff Watkins Wealth Management Mark Corombos Wealth Management
    Webinar Tuesday, Jan. 12, 2021 45 min watch
    Person walking across a suspension bridge

Our Business Transitions Team

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.

 

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