• Business Transition Services

    Integrated, proactive strategies for a successful business transition.

Your business, your terms

Change isn’t easy, especially when it concerns your life’s work.

BDO’s Business Transition professionals work with privately held and family-owned businesses. We are well experienced in the challenges that typically arise, whether the business is passing to next generation family or management, or being sold to an outside strategic or financial buyer. Throughout the entire process, we stay attuned to the very personal nature of our clients’ needs, and respond quickly to issues and concerns as they arise.

Our services extend well beyond minimizing the tax burden. Through BDO Business Transition Services, we help owners plan for the future, in terms of both business and personal goals of all individuals involved. We help improve company governance processes, ensure a fair entrance and exit process for shareholders, and develop a wealth plan that protects, preserves and grows existing assets.

For every engagement, we place great emphasis on encouraging communication among all parties. Our exclusive Discovery Questionnaire is designed to engage all key stakeholders and identify existing opinions on how the business should be planned for, managed and operated now and in the years ahead. 

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