Development of Strategic and Succession Plans are essential to preparing a company for future growth and transition. We specialize in development of these plans for family-owned businesses with the goal transitioning to the next family generation or exit. In addition the Cedar Brook Group can help with the financial planning of the capital event associated with the transition or exit.
You need a Strategic Plan because it sets the direction and establishes priorities for your organization. It defines your organization’s view of success and prioritizes the activities that will make this view your reality. The plan helps management focus on the strategic objectives of the company to drive growth.
One of the major purposes of a family succession plan is to aid in maintaining peace within a family during the transfer of leadership and the possible sale of the entire business. For many families and closely held businesses, succession in a family business has been recognized as one of the most complex, frustrating, and demanding business management challenges to be faced.
With our hands-on approach and experience with family owned companies we can assist ownership in creating a bridge to the future for their company and their family legacy.
Learn how The Humanity Factor is changing the way individuals and families experience planning... 440.683.9200
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Securities offered through Securities America, Inc., member FINRA/SIPC, www.finra.org / www.sipc.org. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor.
Cedar Brook Financial Partners, LLC, dba Cedar Brook Group, The Professional Advisor Group, LLC, Buzek Wealth Advisors, and the Securities America companies are not affiliated. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
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