Employee Interviews

Our ownership transition services include a detailed analysis of your firm, “meshing” the goals of the existing owners with that of the firm’s key employees, and the development of a long-range ownership transition plan that considers the impact on the firm’s cash flow, as well as that of the existing owners and new owners.

Our experts engage in detailed discussions with present owners and key associates to review each of their goals and objectives with respect to ownership, position in the firm and retirement. The information obtained is used to help develop a plan that synchronizes all of these objectives in tandem with the overall firm objective.