Business Succession and Valuation Planning in Rochester, NY
A business that took decades to build deserves an exit planned with the same care.
Valuation, succession, and sale planning for owners in the Rochester area and across the country, coordinated with your CPA and attorney.
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Business Succession and Valuation PlanningWhat Is Your Business Worth?
Revenue is easy to quote. Value is usually a guess, and big decisions ride on it. A documented valuation anchors nearly every decision that follows: the price a sale conversation starts from, the fairness of a succession among children, the amount of coverage a buy/sell agreement needs, and the retirement math that depends on what the business turns into. We offer clients an informal valuation service as part of our business succession and valuation planning with one of our financial partners, so the decisions that depend on that number rest on something defensible. Knowing the number early shapes every later decision about selling, gifting, or transitioning the company.
An exit has moving parts that reward early attention. The first questions are who takes over, whether family, a partner, or an outside buyer, and on what timeline. Then comes funding: a buy/sell agreement has to survive a surprise, and the structure and timing of the transaction shape the taxes, a conversation we have with your CPA before the deal terms harden. Afterward, the proceeds need somewhere to go, from retirement income to the estate you intend. We stay with you through all of it, because the sale sits in the middle of the story, with plenty still to decide after the closing.
See what the business is worth. It’s complimentary.
Start With a Valuation Conversation →What’s Your Business Worth?
Five valuation mistakes to avoid before you step away, in eight pages. What rides on the value of your business, what to do instead of each mistake, how a ballpark estimate compares with a formal valuation, and a ten-point check to see where you stand.
Owner-to-Owner Reading
What we have learned helping owners price, transition, and step away from the companies they built.
What Is Your Business Really Worth? Business Succession & Exit Planning with Dean Lobrutto
Family Business, AI, EVs, and the Future of Car Buying with Marina Auto Group's Johnny Gabrielle
Tax Rules and Strategies for Your Inheritances
The Great Wealth Transfer
Business Owner Questions
Years, done well. An early start leaves time to grow the company’s value, prepare a successor, and structure the transition with fewer compromises, which is why we encourage owners to begin long before they feel ready to leave.
A buy/sell agreement is a contract that sets what happens to an owner’s share of the business at death, disability, or departure, and how the purchase gets funded, often with insurance. Attorneys draft the agreement; we help with the valuation and the funding so the agreement is positioned to work when it’s needed.
Yes, and for more reasons than a sale. Insurance amounts, estate planning, buy/sell agreements, and succession fairness all depend on a defensible number, whether or not a sale is anywhere in sight.
Yes. Family transitions are succession planning at its most delicate, balancing fairness among children, the company’s future, and your own retirement income. We help you think through the structure and coordinate the tax and legal details with your CPA and attorney.
Get a plan in place before the one-off decisions start. Income needs, taxes, and estate intentions all compete for the same dollars, and sequencing them deliberately is what makes a one-time event support the rest of your life.
Know Your Number Before You Need It
Whether the exit is next year or a decade out, a complimentary conversation now beats a rushed one at the closing table.
Request a Complimentary Call →Prefer to talk now? Call (585) 337-4000