Transition and Exit Planning
HFConsulting helps identify your goals, determine a timeline and create and implement your plan.
Do you anticipate a change in your role in the next 3-5 years?
If so, transitioning your business requires careful planning well in advance and should be incorporated into your strategic plan.
Our clients turn to HFConsulting to steer this complex process.
HFConsulting helps identify your goals, determine a timeline and create and implement your plan. We consider all the issues such as protecting the value of your business, succession planning, the transition of your management team, maintaining client relationships, generating income for retirement and the potential tax impact.
Additionally, we have an extensive network of professionals including our Haefele Flanagan M&A and accounting advisors, to executive coaches, attorneys, and financial planners that can be valuable resources as you consider your options. We make your personal and financial well-being our top priority.
Learn how HFConsulting can help implement a strategy that aligns with your business and personal goals. Regardless of the path you choose, HFConsulting has the expertise to support you and the next generation of ownership.