Consilium helps clients plan and execute a thoughtful transition strategy – that seeks to maximize wealth, minimizes taxes, prepares a strong foundation for successors, and sets a sustainable vision for the next stage of life.
Our consulting services address the following areas:
Project Business & Personal Asset Values
Operational Improvement
Governance Strategies
Sale Preparation & Execution Collaboration
Management & Ownership Succession
Sale Advice to 3rd Parties, Employees, ESOP's
Transition Strategies
Communication Strategies
Conflict Resolution Strategies
Strategic Planning
Family Meetings
Value Optimization & Tax Considerations
Personal Estate Planning Structuring
Personal Investment Management
Business Valuation
Knowing the value of your company is a fundamental, indispensable element of sound decision-making.
Find out today if your life’s work will provide the financial security you require in retirement.
The Exit Planning Review Newsletter
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Subscribe NowComplimentary Business Valuation Consultation
Succession, Transition & Exit Strategies
Consilium helps clients plan and execute a thoughtful transition strategy – that maximizes wealth, minimizes taxes, prepares a strong foundation for successors, and sets a sustainable vision for the next stage of life.
Let Consilium help you develop a plan to sell your business when you want, for the money you need, to the person you choose.
Complimentary Succession, Transition and Exit Strategies Consultation
The Exit Planning Review Newsletter
Subscribe to our free twice-monthly newsletter for owners and their advisors.
Subscribe NowBusiness Continuity
Business Continuity is about preserving and protecting the business, in the short and long term.
Ownership continuity is the most obvious problem facing a company, but it is one of four possible continuity problems:
- Loss of continuity of business ownership.
- Company’s loss of financial resources.
- Loss of key talent.
- Loss of employees and customers.
To learn more, schedule a complimentary with Consilium.
The Exit Planning Review Newsletter
Subscribe to our free twice-monthly newsletter for owners and their advisors.
Subscribe NowComplimentary Business Continuity Consultation