Dealer Services

When it comes to business transition, leave the details to Moss Adams.

Ownership transition is a critical juncture and often unfamiliar territory for business owners and executives. Plan right and you can achieve your personal and business dreams, while minimizing the pitfalls that can occur when businesses are in transition. That is where the Moss Adams Business Owner Succession Services (BOSS™) comes in.

Our Dealer Services’ BOSS team helps you and your successors create an easy transition—and it all begins with our BOSS Evaluator™ diagnostic tool. This tool is designed to assess and analyze potential personal and business planning issues you may have in the following areas:

Personal wealth planning
Estate planning
Business planning
Management succession planning
Ownership transition planning

The Boss Evaluator™ is a proven analytical and planning tool that offers valuable results not only in transition planning, but throughout all phases of your dealership’s journey, from start-up to maturity to its sale or transfer. For clarity, peace of mind, and a balanced approach to building value in your business and providing for your family’s and company’s long-term prosperity, let the Moss Adams’ BOSS team put their expertise and the BOSS Evaluator tool to work for you.

Visit Business Owner Succession for more information on this service.