Business Transition & Family Enterprise Advisory

Serving a wide variety of business areas and providing quality advice to Family Enterprises.

DJB understands the complexities and challenges of Family Enterprises facing a business transition.

Business Succession – The Family Circle

The majority of entrepreneurs and their families have no transition plan. The chances of a successful transition decreases dramatically with every generation for various reasons.

DJB recognizes the importance of not just transitioning a business, but understanding the soft issues around such an important event. We can assist in providing solutions that fit your goals. DJB serves clients in a wide variety of business areas and proudly specializes in providing quality advice to Family Enterprises.

The Business Transition & Family Enterprise Advisory Services team provides solutions in the following key areas, including:

  • Business transition and strategic planning
  • Working with your Family Enterprise leaders and team members
  • Maximizing tax planning opportunities
  • Transferring the business to the next generation
  • Financial consulting services with respect to a possible sale of the business Preparing business valuations as require