Transition Planning

Two men shaking hands in blue suits laughing

Failing to plan is planning to fail.

Planning is about building, retaining, and perhaps passing on your wealth to the next generation. It involves recognizing and coming to grips with many complex operational, family, individual, and business issues; issues that must be addressed for the business to move forward in the evolution process.

Our Services

Business strategy

Expand your business at the right time and in the right way with our strategic assessment and planning services. MCM’s team will hone in and fully capitalize on available growth opportunities without compromising your exceptional customer service.

Business transition strategies if warranted

Maintain the highest levels of operation efficiency during your business management transition. Our Transition and Strategic Planning Services team will make sure your business is ready to navigate the complexities of changing leadership.

Setting goals and outcomes from the planning process

Establish realistic goals for your business as it transitions into a new organization.

Value enhancement and value drivers

Locate clever ways to enhance your company’s value through MCM’s Transition and Strategic Planning Services team.

Transferring of wealth safely, appropriately, and tax effectively

Check out our partners at Meritrust.

Succession Strategy

Build a succession strategy with family values and legacy in mind. Whether an owner is planning an exit, or a company is seeking significant growth, our services, based in family business and human resource expertise, are aimed to understand your long-term objectives, assess potential successors, and develop a strategy suited your unique needs.

Contact us for more information.

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