SIMPLIFY YOUR SUCESSION

OPTIMIZING BUSINESS TRANSITIONS

We understand that owning a business can be both challenging and rewarding. As a business owner, you need sound planning to meet not only your personal retirement needs, but also the needs of your employees. Whether you are preparing a succession plan for the next generation of leadership or preparing for the sale of your business, we guide you through all aspects of your optimal path.

 

 

CONSULTIVE APPROACH

Leveraging the depth and breadth of D.A. Davidson's resources, we provide a detailed list of corporate and client services to companies and executives looking for experience, product knowledge and guidance through the full range of regulatory compliance and economic issues you need to consider. We start with a consultive approach and take into consideration options that meet your needs —whether that is maximizing ownership or maximizing liquidity.

• Transition & Succession Planning

• Liquidity Events

• Income Replacement

• Employee Retirement Plans

• Public Offerings

• Corporate Insurance

• Business Valuation

• Corporate Governance

• Alternative & Hedging Strategies

• Capital Raising

• Private Family Office