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Business Succession

Let's craft the best plan that works for you to retire

Saving your Legacy

We believe that by preserving your legacy and unique way of doing business, we are continuing to serve families in the best possible way and honoring the memories of their loved ones for generations to come.

Your Succession Plan

When we partner with home care agencies, we are working together to create a customized Succession Plan. This plan is tailored to your needs, whether you would like to continue working for a few more years or are ready to retire.

OUR PROCESS

1. Introductory Meeting
In this meeting we will get to know each other. We believe that understanding your unique needs and goals is essential to every meaningful partnership.
2. Evaluate
We will get to know the business. Our team of experts evaluates your business and guides you through the process of gathering all required information.
3. Planning your Future
We will structure a deal that benefits you. Our team of experts works with you to develop a personalized Simplification Plan that meets your unique needs and goals.
4. Due Diligence
We make it simple and easy. Our team works with you every step of the way to ensure that the due diligence process is simple and easy.
5. Closing
We work together as partners. The formula for every successful acquisition is to work together. Whether you would like to stay active in your business or choose to move on, we work together to make it a smooth transition.
6. Create a Legacy Plan
Securing your legacy. We sit down together and discuss what makes your business unique, what your values are and how things are done to create your Legacy Plan ensuring your legacy lives on in the business.
7. Implement Succession Plan
Setting up for the future. Our team guides you and your team through the integration process so that your business becomes a part of our family and we can free up your time.
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