• Will the next generation in your family take over your business?
  • Will you sell your business to a competitor or to key employees?
  • What kind of financing are you expecting your successor to obtain?
  • Are you providing the leadership growth and technical training to individuals who may be candidates to take over?

You’ve worked hard building your business, and transitioning it to new owners requires thoughtful and detailed planning. The timeline, financial data and entity type all enter into this decision. We are experienced advisors you can rely on when the necessary financial skills and business priorities are essential to a smooth transition.

Santa Rosa

(707) 542-3343


(707) 762-9900


(707) 224-4097