Ownership Transition

Realize the value of your business while ensuring its future success

Ownership transition is often one of the least considered aspects of running a firm, but it is the most critical in terms of realizing an owner's personal retirement goals and ensuring business continuity for the next generation. Unfortunately, many firm owners wait too long to address this important issue. The fact is, a good ownership transition plan must typically be in place ten years before you can successfully exit the business!

Ready for Transition?

To create an effective ownership transition plan, you must determine the value of the firm, develop a buy-sell agreement, put a financing vehicle in place, and develop a viable successor-development plan. Invision can help guide you through the process of developing an implementable internal ownership plan or if needed, conduct an assessment of your existing plan for possible enhancements.

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Sacramento, CA

5701 Lonetree Blvd. Suite 313
Rocklin, CA 95765

Orange County, CA

34210 Violet Lantern St., Suite A
Dana Point, CA 92629

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