Transition Planning

Transitioning your business from current ownership to new owners, whether it is family or not, is not intuitive and can lead to the demise of a business. For over fifty years we have been helping business owners establish strong exit strategies and successfully plan the transition of ownership in their business. Our experts advocate that success is in the planning.

Transition Planning

Transitioning your business from current ownership to new owners, whether it is family or not, is not intuitive and can lead to the demise of a business. For over fifty years we have been helping business owners establish strong exit strategies and successfully plan the transition of ownership in their business. Our experts advocate that success is in the planning.

Offering an objective Voice Of Reason To:

  • Tranfer ownership
  • Minimize tax consequences
  • develop a coordinated compensation plan
  • Balance legacy, growth and retirement needs
  • Add more structure to how your business is led and managed
  • Transfer management
  • Manage inheritance issues
  • Define business management roles and responsibilities
  • Recruit and select new team members
  • Coach individuals and teams as they grow and develop

Contact Information

Committee Co-Chairs:

Mike Salisbury
Office Contact No
208.232.6006
Cell Contact No
208.420.9092

Committee Co-Chairs:

Clint Tavenner, CPA
Office Contact No
208.523.0862
Cell Contact No
208.521.3048

Committee Co-Chairs:

RoLynne Hendricks
Office Contact No
208.733.6581
Cell Contact No
208.520.2349

Dowload our Transition Planning brochure here.