The New Horizons of a Mature Business.
The mature stage of your business presents as much opportunity and challenge as any other. There are still no limits, only new directions signposted with exit strategies, succession planning, and legacy planning. Your highly experienced Perkins team advises and supports you through all the critical decisions you’ll face to secure your legacy for your business, yourself, and your family.
Whether you’re selling the business or handing the keys to the next generation, we’ll help you put the financial strategies in place for its continued prosperity. On the personal side, our legacy planning specialists customize action plans to enhance and manage your wealth, proactively working with your family members, attorneys, and any other strategic business advisors. Our high-touch service means you and your family will feel completely taken care of at all times.
You played for keeps. Now pass it on in the best possible way.
Things to consider during the Survival Stage:
- Assurance Services (Audit, review, Compilation & Accounting Consultation)
- Business Intelligence
- Business Valuation
- Compensation Planning
- Employee Benefit Options
- ESOP Consulting & Planning
- Legacy Planning & Charitable Goals
- Exit Strategies
- International Operations & Planning
- Investment Advisory Services
- Merger or Acquisition
- Personal Financial Planning
- Risk Management/Internal Controls
- Strategic Planning
- Succession Planning
- Tax Consulting & Compliance
- Transition Strategies