Business Transitions

Consilium helps clients plan and execute a thoughtful transition strategy – that maximizes your wealth, minimizes your taxes, prepares a strong foundation for your successors, and sets a sustainable vision for the next stage of your 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.

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Business Valuation: 5 Reasons Why It’s Important

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Complimentary Business Valuation Consultation

Succession, Transition & Exit Strategies

Consilium helps clients plan and execute a thoughtful transition strategy – that maximizes your wealth, minimizes your taxes, prepares a strong foundation for your successors, and sets a sustainable vision for the next stage of your 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

White Paper

Leaving Your Business is Inevitable

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Business 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:

  1. Loss of continuity of business ownership.
  2. Company’s loss of financial resources.
  3. Loss of key talent.
  4. Loss of employees and customers.

To learn more, schedule a complimentary with Consilium.

White Paper

Business Continuity Planning

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Complimentary Business Continuity Consultation