Transition Planning

As you plan the next chapter of your life, you may start thinking about the next chapter of your business. Transitioning the business you’ve worked hard to build is a reality that affects all business owners. By developing a comprehensive transition plan, you can best prepare your business and your employees for a successful transition. Our Investment Banking professionals serve as your guide every step of the way, helping you to determine when you want to exit your business, define the ongoing legacy for your business, and start the transition.

Hilliard Lyons Investment Banking can help you form a clear picture of your path forward by coordinating with existing legal, financial and estate planning advisors. And if you decide that the time is right to sell your company, we work diligently to negotiate a transaction that is satisfactory to your terms.

Transition Planning