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 nearly 40 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 not only maximizes your return, it 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 critical to your personal goals. We will lead your team of business advisors and work with you to achieve success . 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, whether it be to an outside party, the next generation in your family, or to key trusted managers.

Contact Mike Mesch to begin your discussion today. He can be reached at 319.364.2945 in Cedar Rapids, or 319.339.4884 in Iowa City.