Business Transition | Merger and Acquisition Advisors | Commercial Real Estate


Business Transition & Succession Planning



The Equity "team" and their affiliated experts all have personally been effected by succession planning and business transitions.  Our team works to provide you and your company a successful transition of ownership.  Thru a proper transition plan that is properly funded, a succession will be a success.

Simply defined in multiple sources as, succession planning is a process whereby an organization ensures that employees are recruited and developed to fill each key role within the company.  The process is simply:

  1. Key managers to agree and develop a planning process;
  2. Whereas all members focus on the recruit outstanding key employees, and focus on developing their knowledge, skills, and abilities.  Actively pursuing succession planning ensures that employees are constantly developed to fill each needed role.
  3. When your organization expands or you lose key employees due to retirement, or for any other reason.  Thru proper succession and business planning, you will have the key employees in place to grow the organization.

Equity has a history of assisting with successful business transition planning and execution.  As an example, Equity successfully arranged the transition of ownership for a one million dollar rural floor covering store, to new owners with limited funding capabilities.  Thru Equity's assistance and guidance, within 3 years, the former owners were paid in full, and the new owners are doing extremely well.  Equity is very proud of the accomplishments of the new owners in a short time period.

If you are in need of a succession plan, call Equity!  We can help you!