Plan your succession & exit

Our process and professionals help protect
what you've worked hard to build.

Exit planning requires a team and a process

Implementing a succession plan and transitioning or exiting your business is likely something you will plan for and implement only once in your lifetime. With decades of experience in successions, mergers, acquisitions and divestures, AGH is here to help you do it right. Given the implications and its importance, AGH has built up the resources and expertise to offer a holistic and comprehensive – yet tailored and straightforward – process for business owners.

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Our process & people

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A tailored process for you

Planning for your exit and succession can be overwhelming. In evaluating your situation, the professionals at AGH take a holistic and comprehensive approach to tailor a process specifically for you. This tailored approach can include working with your existing advisors to develop and carry out your plans.

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A unified team

By working with AGH’s business advisors, financial planners and tax professionals, you benefit from – and are able to leverage – the synergies of having this variety of expertise all under one roof. Already have certain advisors in place? Our professionals will work hand-in-hand with your existing advisors to assure you have confidence in the solutions you receive.

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Specialized expertise

With certified experts in areas such as family businesses and business valuations, along with decades of experience in aspects like mergers and acquisitions, AGH has the resources necessary to cover the multitude of areas that come into play during succession and exit planning. No matter what stage of consideration or planning you may be in, the team at AGH can bring real-world experience to bear in evaluating your unique needs. Learn more about the expertise and experience of our team below.

Services overview

Learn more about our succession planning services below:

AGH’s team of unbiased experts leverages years of experience covering a multitude of industries and comprehensive market research tools to get the variables of the value of your business right. According to recent industry studies, a typical owner misjudges the value of his/her business by nearly 60 percent. Learn more about our business valuation service.
AGH’s experience covers a multitude of transaction scenarios advising on ownership transitions, including management-led buy-outs, transfers of ownership to the next family generation, sales of business operations to third parties, sales to employee stock ownership plans and other exit strategies. Additionally, we provide buy-side advice to those who are actively acquiring businesses or seeking financing for organic growth. See how our transaction services can assist with your business transition.
The dynamics of a family business often bring a unique set of considerations and challenges to an already complicated planning issue. AGH’s family business consultants will ensure the right topics are considered and help facilitate dialogue to address the relational, and often difficult, aspects of a transition. See how we can help your family business continue to grow, succeed and transition to the next generation with our family business services.
Our comprehensive planning is a standalone service that is tailored for each family we work with as it pertains to their value systems, needs and family dynamics. The mission of the AGH Wealth Management team is to help you discover your untapped potential and defend your wealth against unnecessary risks by creating and implementing a plan that is centered on what you value most. When there is purpose behind your goals, there is joy and fulfillment in reaching them. Learn how we can create a plan to transition from managing your business to fulfilling your life's purpose with our wealth management services.
Succession planning has more than one meaning for business owners – ownership succession versus management succession – and can become complicated and nuanced. AGH helps differentiate between the two and works to help business owners do both – whether it is identifying potential successors to transition daily operations or assessing needs and desires in an ownership transition. See how our succession planning services can differentiate between ownership and management roles and implement separate processes to transition each.
Proper tax planning prior to a transaction significantly impacts the tax implications of exiting or entering a business. AGH’s dedicated tax professionals help structure business transitions to minimize the tax risk of the transaction while optimizing after-tax proceeds to the seller or minimizing the after-tax cost to the buyer. AGH can serve as your primary resource or an extension of your team by working with your current provider before, during or after a transaction in whatever capacity best meets your needs. Correct tax planning with our tax services will likely cover the fees when it comes to the tax implications of exiting a business.

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Meet the team

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Marjorie Engle

Senior Vice President
Family Business & Org. Development Services

Todd Richardson

Vice President
M&A and Business Brokering Services

Bryan Hanning

Vice President
Insight Wealth Services

Daniel White

Consultant
Family Business & Org. Development Services

Cathy Mitchell

Vice President
Business Valuation & Tax Services