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Business Transition Planning


Business Transition Planning | NMS Consulting




Business Transition Planning

Our business transition and succession consulting services guide you in planning today for an effective transition tomorrow.

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What is Business Transition Planning?

Business transition planning involves preparing your company for changes in ownership or management. While businesses can last a long time, owners and leaders eventually need to pass the torch.

Why You Need Business Transition Advisors

Obstacles and opportunities will present themselves, and our transition and succession consulting services are designed to guide you effectively. It is critical your company has a plan in place that allows for a seamless transition.

Learn more about our Brand Strategy Consulting services.

Challenges of Family Business Transition

Family businesses face unique challenges when planning for the future. Without a proper family business transition plan, there can be uncertainty and disruptions.

Key Considerations:

  • Assessing the readiness of successors
  • Maintaining family harmony
  • Preserving business values and culture

Our Business Transition Services Include:

  • Planning for Pre- and Post-Transaction: Preparing for changes before and after the transition.
  • Evaluating Tax Consequences: Assessing income and estate tax implications.
  • Cash Flow Analysis: Ensuring financial stability during the transition.
  • Trust, Estate, and Gift Planning: Managing assets for future generations.
  • Charitable Planning: Incorporating philanthropy into your transition plan.
  • Restructuring and Governance: Adjusting organizational structures as needed.

Did You Know?

According to the U.S. Small Business Administration (SBA), only 30% of family businesses survive into the second generation.

Plan Your Business’s Future Today

Case Studies: Success Stories

Case Study 1: Successful Succession Planning for a Manufacturing Firm

A family-owned manufacturing company needed help with succession planning consulting. Our team:

  • Developed a comprehensive transition plan
  • Facilitated communication between family members
  • Ensured a smooth transfer of ownership

“NMS Consulting helped our family business transition to the next generation seamlessly.” – CEO of a manufacturing company

Case Study 2: Exit Strategy for a Tech Startup

A tech startup was looking to create a business transition plan for eventual sale. Our advisors:

  • Assessed the company’s value
  • Prepared the business for potential buyers
  • Maximized the sale price through strategic planning

Start Your Success Story

Why Transition and Succession Planning is Crucial

Working without a transition or succession plan can lead to uncertainty and even damage your competitiveness. Planning for the future means creating a detailed approach that allows you to monetize your business on your terms.

Discover how we can assist with organizational changes through our Change Management Services.

Key Benefits of Our Services:

  • Customized transition plans
  • Expert advice from seasoned advisors
  • Peace of mind for your business’s future

Secure Your Business’s Future Now

Contact Us

Ready to explore how our business transition advisors can help your business prepare for the future?

Contact our team for a personalized consultation.

Global Coordinator

Jim Tomaszewski

Senior Consultant
Washington D.C.

Bryan Craver

Senior Consultant
Orange County

What can we help you achieve?