Ownership/Leadership Transition

How and when you transition your firm are deeply personal decisions.

As an owner, these decisions impact not only you, but your employees. Although every situation is unique, the goal of each succession plan is to bring peace of mind and confidence in the future.

Aligning an anticipatory approach with your aspirations, SN’s experts carefully consider each area of succession impact to ensure that no stone is left unturned in positioning both you and your firm to be future-ready.

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 also 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:

  • Valuation
  • Tax strategies
  • Transition model
  • Buy/sell agreement
Business Improvement Services

Strategies for Improvement

How you define success can change depending on what stage of the business lifecycle you are in. SN’s business improvement services are designed to support you at every stage to position you for success, no matter what that looks like for you and your firm. Services include:

  • Strategic planning
  • Business development
  • Marketing strategies
  • Financial management
  • Project management
  • Compensation
  • Career paths
  • Workforce advisory
  • Technology

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 also 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:

  • Valuation
  • Tax strategies
  • Transition model
  • Buy/sell agreement

Strategies for Improvement

How you define success can change depending on what stage of the business lifecycle you are in. SN’s business improvement services are designed to support you at every stage to position you for success, no matter what that looks like for you and your firm. Services include:

  • Strategic planning
  • Business development
  • Marketing strategies
  • Financial management
  • Project management
  • Compensation
  • Career paths
  • Workforce advisory
  • Technology