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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

  • Succession planning: The C-suite guide for low-risk leadership transitions
    Don’t have a formal succession plan? You’re overdue, but in good company — a recent study showed only 8% of businesses had a comprehensive program. This guide will get you up to speed on how to start planning for a business transition.
    Stan Hannah
    Article March 13, 2020 4 min read
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  • The four myths of succession planning: Are they holding you back?
    We all know that succession planning is important, but why do so many of us feel our plans are ineffective? If you’re buying into these four myths, it could be getting in the way of a successful business transition.
    Stan Hannah
    Article February 27, 2020 3 min read
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  • 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 24, 2020 5 min read
    Multiple people sitting, listening to a presenter
  • Shirtsleeves to shirtsleeves: Breaking the family business cycle
    Your business is your livelihood — something you’ve been building for years. Here are three best practices to protect it in order to ensure that subsequent generations understand just what they’re inheriting.
    Dawn Jinsky Wealth Management
    Article February 5, 2020 3 min read
    Walking by a flower shop

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.