Business Transition & Family Enterprise Advisory

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

Elderly man sitting with younger middle age children in vineyard

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
  • Financial consulting services with respect to a possible sale of the business
  • Preparing business valuations as required
  • Maximizing tax planning opportunities
  • Merger and acquisition advisory services
  • Transferring the business to the next generation
  • Working with your family enterprise leaders and team members