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Succession & Acquisition


Home / Services / Succession & Acquisition

Succession & Acquisition Planning

You have worked hard to build your business, once you recognize you are ready to transition, you will want to ensure the financial security of your retirement as well as the continued well-being of your business by completing a succession plan.

Most business owners don’t fully assess the value of their company. While revenue is important, the value of your business has many other influential factors. Regardless of how you plan to transfer your company, proper planning for your business succession and exit strategies will ensure you maximize your financial return, minimize operational disruption and increase the likelihood of a successful transfer.

Planning for a business succession usually begins with a preliminary evaluation to gain an understanding of your business and ensure the succession plan will meet the objectives of your business and its owners. Once we have confirmed a succession plan will meet your objectives our professionals will guide you through our three-step process to develop your succession plan.

  1. Research to understand the goals of the owner, the owner’s family members, key employees and the business itself.
  2. Succession plan alternatives that consider a number of possibilities with regard to the individuals involved and the advantages and disadvantages of each alternative in terms of business growth.
  3. An implementation plan that details your succession plan with milestone dates. We monitor the implementation schedule, act as a liaison between the client and other parties, including bankers, attorneys, and investors and family members, and conduct training called in for the plan.

When you work with us, you will receive a team of individuals who are experienced with:

  • Retirement Planning
  • Succession Planning
  • Business Valuation
  • Profitability Enhancement Consulting
  • Shareholder Agreements
  • Tax Structuring
  • Due Diligence
  • Mediation
  • Trust and Estate Planning
  • The Buy-Side and Sell-Side of Business Transactions
  • Income Tax Planning
  • Estate Tax Planning

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“Many years of accurate, thorough, prompt service regardless of which employee or department.”


— President, Manufacturing. Gordon Client for over 30 years. —

“Always there for our family and our business. 100% trust from all partners. Service could not be better. ”


— CFO, Retail. Gordon Client for 18 years. —

“Easy to work with - professional and friendly!”


— Individual, Trust Accounting. Gordon Client for 7 years. —

“Excellent service and excellent advice.”


— Individual. Gordon Client for 11 years. —

“Friendly, trustworthy, knowledgeable, quality work, at a reasonable price. ”


— Individual. Gordon Client for 15 years. —

“I & our companies have worked with Gordon Advisors for many years and they have always been high quality.”


— Owner, Restaurant. Gordon Client for over 30 years. —

“We have been with your company for many years and still have a very good relationship. We are always given the best advice and receive total co-operation. ”


— Trust. Gordon Client for 8 years. —

“Gordon Advisor has always gone the extra step addressing my needs, answer my questions and making me feel special. Even though I'm not their biggest customer. ”


— Individual. Gordon Client for 17 years. —

“We have been working with Gordon Advisors for 20+ years. Wonderful people. ”


— Controller, Manufacturing. Gordon Client for 22 years. —

“As we are a charity, I would recommend their services to other charities as they are familiar with the needs of a charity. ”


— Executive Director, Not-For-Profit. Gordon Client for 14 years. —

“The staff are all highly capable, friendly and accessible. Gordon Advisors are a great resource to our organization and have always treated myself, the staff and my Board of Directors with the utmost respect. ”


— Executive Director, Not-For-Profit. Gordon Client for 12 years. —

“Excellent relationship with Gordon Advisors for the past 34 years. They do our yearly audit and are professional, caring and efficient. We are extremely happy with the work done for us, and the board votes every year to keep them as our auditors. ”


— Executive Director, Not-For-Profit. Gordon Client for over 30 years. —

“Over 20 years of service. They are friendly and professional. We've never been disappointed. ”


— CEO, Construction. Gordon Client for 20 years. —

“We always receive good service and value. A great friendship and understanding has been developed over the years. ”


— CFO, Manufacturing. Gordon Client for 18 years. —

“They have been very helpful and responsive, and have always met our needs. ”


— Manager, Hospitality. Gordon Client for 7 years. —

“The service provided is consistently delivered on a timely basis with value.”


— CFO, Medical Device Manufacturing. Gordon Client for 14 years. —

Contact Us

248.952.0200

248.952.0290

1301 West Long Lake Road
Suite 200
Troy, MI 48098

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