Typically entrepreneurs invest their lives in creating and building their businesses. These enterprises are the product of a lot of commitment, hard work, and personal investment. It is no wonder that when it comes time to pass on the legacy it is with trepidation that the owner looks into ways to effectively accomplish this transition. The competing priorities of the owner, their family, as well as the potential new owner(s) make for a challenging environment with a successful outcome not always being the result.
i2i offers business transition services to assist business owners in increasing their opportunities for success, ensuring the owners goals and priorities are being recognized, while maximizing the financial outcome to themselves and their families.
i2i specializes in working with business owners as they formulate and execute a transition from their historical role at the helm of the enterprise to the future role with the company as defined by their personal goals. Along the path, we provide our client with a complete understanding of their various options to monetize the investment in the company. We also address how to protect that legacy moving forward with advanced estate planning techniques mapped to the client’s objectives. We will coordinate with the advisory team throughout the implementation and provide ongoing monitoring of the plan to ensure goals are achieved.
Business transition is often a once in a lifetime opportunity as well as a prominent challenge. Let i2i and our advisory team be your advocate in achieving your goals and a smooth transition.