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.
The holistic wealth viewpoint
Transitioning your business
Wealth Management news and events
Business Transition Services
Productivity & performance
Next generation leaders need to focus on key skills to connect with coworkers and their organization. Are you utilizing the best approach to ensure sustainable success as a next generation leader?
Business Transition Services Thought Leadership
Business succession in your future? Consider these questionsPersonal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
Having one good CEO isn’t good enough: Here’s what to do if you want your business to lastThe key to seamless transitions, and organizational sustainability, is to find the best candidates (yes, plural) for leadership positions and fully prepare them, long before they assume their new roles. Here are some ideas for identifying your successors.
Preserving your legacy: Six simple steps to creating an advisory boardAn advisory board can be an important element of your overall estate plan — and setting one up doesn't need to be time consuming or cumbersome.
Reaching a plateau in your business? Reignite growth.All companies hit bumps along the road to growth. We can help.
Areas of Focus
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.