Business & Transition Planning
Business & Transition Planning
For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement.

Your Free Business Valuation
Are you considering selling your business? Click below to get your free business valuation report.

What's Your Business Worthtm? Download the eBook today!
If you own a business, it’s probably one of your most valuable and prized assets and knowing the value of a business can change the life of a business owner – especially over time. Click below to get the eBook, What's Your Business Worthtm ? today!

Schedule Your Consultation Today
To begin discussing your business transition, schedule your consultation today. Call our office at (541) 772-1116 or click below for our online calendar.
The 8 Exit Strategies for Business Owners
Review the eight exit strategies that small business owners like you should consider when planning for the future.
Estate Planning Actions for the Small Business Owner
Review three basic conversations you should have as you begin to develop your estate plan.
Mitigating Risks for Small Business Owners
Learn about the four types of risk impacting small business owners and the simple steps you can take to create a risk management plan.