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Business Succession Planning

Your business is your livelihood – something you’ve been building for years. Although difficult to imagine, the time will come when you will hand your business over to someone else. The major difference is whether you have planned for that day or not. For over 30 years, Terry Lockridge & Dunn has established successful business succession strategies for business owners and management teams of all sizes.

Implementing a succession plan while you are still actively involved with your business maximizes your return and minimizes surprises. The experienced valuation experts, accountants and advisors at Terry Lockridge & Dunn can help you develop a comprehensive plan. Leverage your first-hand knowledge of your business with our experience, resources and financial planning knowledge to position your business for prosperity.

We understand that a successful exit is a product of experienced and trained professionals who work as a team to maximize the objectives of the client. With the correct preparation, we can preserve your financial interests, minimize your tax liability and create a successful strategy for transitioning the ownership and management of your company.

Steven Covey, who wrote “The Seven Habits of Highly Effective People”, said it best “Begin with the end in mind”. It is never too early to plan your business exit strategy. 

For more information on Business Succession Planning, contact Mike Mesch. He can be reached in Cedar Rapids at (319) 364-2945 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us online form.

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