Business Ownership Transition
Keep your business in good hands
You have put your heart and soul into building your business. When it is time to transition to new leadership or ownership, you not only want to grow your personal wealth while minimizing your tax burden—you want your original vision and business essence to remain intact.
Moss Adams can help you define your priorities and needs, and develop a comprehensive strategy that integrates your:
- Personal financial plan
- Business plan
- Estate plan
- Management succession
- Ownership transition
Our ownership transition professionals will work with you to:
- Establish a base line value for your business
- Assess the strengths and weaknesses of your company
- Create attainable liquidity goals
- Evaluate and choose the most advantageous ownership transition strategy
A holistic approach
Because so many aspects of your life intersect, we take a big picture approach. Related services we offer include:
Ownership Transition Contacts
Rich Thornton
509-454-0361
Amy Esary
360-676-1920
Lori Hazen
360-676-1920
