Strategic Succession Planning

Business Succession Requires Strategic Planning and the Right Team

Privately held businesses are typically the largest asset and primary source of income for an owner or a family. JC Jones assists owners looking for an exit strategy, with the goal of converting their liquid, primary assets into cash.

JC Jones serves as a strategic advisor to the business owner, beginning with a well thought out plan with clear and realistic objectives. We then help our clients select the right team of bankers, wealth advisors, estate planners, lawyers, and CPAs.  Then, we serve as the “Strategies Advisor”, coordinating the efforts of the team, overseeing implementation of the plan, and monitoring results.

Outside expertise is critical to maintaining discipline and focus when exiting a business. For a confidential discussion of Your situation, contact the business succession advisors at JC Jones here, or call us at 877-899-4072.

Strategic Succession Planning