Protecting your legacy
Failure to plan is planning to fail.
- Benjamin Franklin
Business Succession Planning
• Business owners nearing retirement
• Family-owned companies
• Partners requiring transition planning
• Businesses wanting continuity and stability
Best For:
• Protects company value during leadership changes
• Provides a clear transition roadmap
• Reduces risk of operational or financial disruption
• Supports family, partners, and employees during transition
• Ensures your business legacy continues as intended
Key Benefits:
• Buy-sell agreements
• Funding using life or disability insurance
• Key-person protection
• Leadership development plans
Common Strategies:
• Provides clarity and negotiating power
• Helps determine fair market value
• Required for buy-sell agreements
• Useful for retirement and tax planning
• Supports mergers, acquisitions, and transition strategies
Why Valuations Matter:
A valuation determines what your business is truly worth — essential for selling, buying out partners, succession planning, or securing financing.
Business Valuations
• Comprehensive valuation reports
• Market-based analysis
• Asset-based evaluations
• Income and cash flow valuation models
We Provide:
Business Consulting
What We Help With:
• Strategic planning
• Operational efficiency
• Financial structure & risk management
• Employee benefits strategy
• Business growth and expansion
Results You Can Expect:
• Increased profitability
• Clearer direction
• Streamlined processes
• Better decision-making
• A stronger, more resilient business
Business Formations
Formation Options:
• LLC
• S-Corporation
• C-Corporation
• Partnerships
• Sole Proprietorships
What Formation Services Include:
This is the space to introduce the Services section. Briefly describe the types of services offered and highlight any special benefits or features.
Benefits of Proper Formation:
• Liability protection
• Tax efficiency
• Professional credibility
• Clear organizational structure
• Strong foundation for growth
Why Business Planning Matters:
A business without a plan is a business left to chance. With a clear strategy in place, you gain:
✔️ Stability
✔️ Predictability
✔️ Direction
✔️ Growth
✔️ Protection
✔️ A lasting legacy
Business Planning is not just about today — it’s about ensuring your business thrives for years to come.
G&D Consulting Group
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