Business Succession Planning

As a Certified Exit Planning Advisor (CEPA®), Doug helps business owners create and execute a Master Plan that asks and answers all business, personal, financial, legal and tax questions involved in transitioning a privately owned business. The discovery and alignment of goals in these areas also provides owners opportunities to maximize transferrable business value and control the timing of their exit.

Business Transition Management

It is critical for final valuation and to the transition itself for the company to maintain performance. The Headwaters Approach provides critical strategic expertise that addresses maintenance of company value drivers both during and following the negotiation process. This assures the company’s stated value proposition is continually supported throughout.