Transitioning ownership of a business is a daunting prospect. We’re here to help you navigate predictable decisions and help set up new leadership for success, whether they’re family, key employees, or outside buyers. It’s never too early to start mapping out your exit goals and implementing a plan to preserve the continuity of your business.
In our approach to transition planning, we start by understanding your ownership, business and family goals, and the values that are important to you. Then, we proactively guide you through the decisions that are unique to you and provide you with the information and resources to make those decisions. We’re advocates for your progress, helping navigate the critical conversations along the way.
Learn more about how our Business Owner Advisory Services can help you.
Transitioning ownership of a business is a daunting prospect. We’re here to help you navigate predictable decisions and help set up new leadership for success, whether they’re family, key employees, or outside buyers.
We may refer you to (a) other FNBO lines of business or affiliates of FNBO, or (b) service providers with an established referral relationship with FNBO. Please note that FNBO may receive a financial benefit if you elect to utilize FNBO, its affiliates or referral partners as part of your Advisor Team; however, individual FNBO Business Owner Advisors are never compensated for referrals.
Our Advisory Services do not contain: (a) an opinion as to business or asset value. Any business value discussed with us or provided to you as part of our Advisory Services are merely an estimate of value, and does not indicate or guarantee the price at which your business or any interest in it can be sold. To determine more accurately the value of your business, we recommend that you engage a certified valuation specialist or certified business appraiser. If we provide an estimate of value to you, it will be a range that is provided to us by our vendors and is subject to the foregoing disclaimers (b) tax, legal, financial planning, insurance, securities or investment advice, sales recommendations or analysis, broker-dealer services, finder/placement services, or securities execution. In providing services to you, we are not acting as a fiduciary, investment advisor, appraiser, or broker/dealer.
