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.

Your Free Report

What's Your Business Worth<sup>tm</sup>? Download the eBook today!

What's Your Business Worth^tm? 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 Worth^tm? today!

Get the book

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.

Schedule Here

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.

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Estate Planning Actions for the Small Business Owner

Review three basic conversations you should have as you begin to develop your estate plan.

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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.

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Business & Transition Planning