Business Succession Planning

Planning a legacy of stability, continuity, and profitable growth.

Succession planning services for transitioning businesses

For small to mid-size business owners, building a successful company has been a priority and a source of pride. Whether transitioning the business to family or selling to a new owner, your utmost goal is to fortify your legacy with a company that continues to thrive under new leadership.

This is no small task, with complex considerations factoring into a successful transition and execution.

The CJ Group - the success factor in succession planning

The CJ Group brings significant expertise and value to the succession planning process through years of helping clients successfully transition their businesses while minimizing risks and maximizing value.

Benefits of partnering with The CJ Group for succession include:

The CJ Group utilizes a deep bench of succession planning experts with cross-industry expertise, a relationship-focused approach, and a dedicated focus on your unique circumstances.

Our specialized teams include business improvement consultants who work with you to strengthen your business and financial position before and during the transition, enhancing the value and optimizing your financial returns.

By identifying and managing potential risks, your succession team helps ensure a smooth transition and minimize any negative impacts on the business.

Through careful planning based on years of tax experience, the CJ team helps amplify value by minimizing your tax liabilities associated with the transition.

Our succession planning experts are uniquely positioned to help you create a smooth and productive transition utilizing proven strategies and streamlined processes that create efficiencies and reduce time. From due diligence to valuation to financial reporting and package preparation – we create value in every step to help maximize the value and return on your transition.

Succession planning services include

Ownership transition
& exit strategies
Sell-side
advisory
Trust &
estate planning
Leadership transition
assistance

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Location

6801 Gaylord Pkwy, Suite 302 Frisco, TX 75034