Exit & Succession Planning

Giving You and Your Business a Promising Future

Forward-looking businesses turn to Hancock Dana to create proactive strategies to ensure the continuity of their business. Our advisors will work with you to plan and prepare effectively, making it easier to quickly and cost-effectively adapt to sudden challenges or opportunities without a disruption in business.

Hancock Dana advisors have extensive experience helping clients address the varied and unique challenges their business faces on a daily basis while staying aware of and on top of all necessary compliance with regulatory bodies.

We believe it’s our responsibility to know and understand where your business has been and where you’d like it to go, including your exit strategy and succession plans. This allows us to help analyze your current situation and enable you to pursue long-term strategies that are beneficial to your business and family.

Business continuity and succession of ownership is essential, and coordinating the transition effectively ensures future success once you decide to remove yourself from the company’s day-to-day operations.

Your team at Hancock Dana will work with you to:

  • Identify your succession and exit planning goals
  • Understand the financial feasibility of your plans
  • Protect and preserve the value of your business
  • Evaluate and assist with transfers of the business
  • Develop continuity strategies for protecting your business and family, and preserving key employee relationships Address your estate plan in light of your succession and exit strategies

Reach out to our team to start a conversation about your business and where you’d like it to go. We’ll walk you through every step and offer support throughout.

"Giving clients greater peace of mind is what we do - regardless of whether they're in the middle of exit planning or needing guidance on how to properly report a transaction for tax purposes.”

Daniel J. Torczon, Director, Hancock Dana

Hancock Dana guides clients to expect more from their accounting partner by listening, offering specialized expertise and access to new ideas and proven solutions.