Succession Planning

Staying One Step Ahead

You’ve dedicated your life to starting and growing your business, but have you thought about what happens next? Every business owner needs to plan for his or her exit from the company — well in advance. Mowery & Schoenfeld helps businesses, owners, and management make these transitions with grace and efficiency, ensuring your results are driven by your desires and undertaken on your terms, rather than done hastily and chaotically.

A Transition Tailored To You

Whether the owner or a key member of management is thinking of retiring, shareholders or members are considering liquidating their interests, or there has been an unexpected change in circumstances, our financial advisors have been there before and can help you make a smooth transition.

At Mowery & Schoenfeld, we also understand that succession planning may be a sensitive issue, particularly for the owners of family businesses. Without a plan for orderly turnover in place, your heirs and company management may go on battling over the future management of your business for years to come. Having an objective advisor develop a succession plan is of utmost importance to keeping your family businesses going after a retirement or other event. The professionals at Mowery & Schoenfeld have years of experience working with family-owned businesses and helping them through periods of transition. Let us be your voice of objectivity and ensure the longevity of your business.

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