AE Ownership & Leadership Transition

Prioritizing people throughout the transition process.

How and when you transition your firm are deeply personal decisions. Although every situation is unique, the goal of each succession plan is to bring peace of mind and confidence in the future.

SN’s lead with people approach to ownership and leadership transition prioritizes your biggest asset – your people. Our experts understand the influential role that people play in the transition process, and the impact they can have on overall success. Solutions that prioritize people – we call that a winning combination.

 

Business Improvement Services

Strategies for Improvement

Whether you are developing next-gen leadership inside your firm or positioning it for potential acquisition, business improvement is an important part of the transition process. SN services can help increase the value of your company and strengthen its culture.

Financial Transaction Services

Financial Steps Along the Journey

Owning a business requires significant dedication and consistent attention to both the high-level items and the not so high-level ones. Transitioning ownership comes with tremendous responsibilities and lots and lots of details. SN’s AE Advisory experts guide you through each phase with financial transaction services including:

Strategies for Improvement

Whether you are developing next-gen leadership inside your firm or positioning it for potential acquisition, business improvement is an important part of the transition process. SN services can help increase the value of your company and strengthen its culture.

Financial Steps Along the Journey

Owning a business requires significant dedication and consistent attention to both the high-level items and the not so high-level ones. Transitioning ownership comes with tremendous responsibilities and lots and lots of details. SN’s AE Advisory experts guide you through each phase with financial transaction services including: