Facts and Considerations

Business Transition Planning Ideas to Get Started:

• Engage a lead professional to work with you and your trusted advisors

• Start early and articulate your objectives

• Have existing estate documents reviewed

• Review for consideration all exit options and transition strategies

• Coordinate personal and business planning to ensure attainment of ultimate objectives

• Begin implementation of chosen strategy[s]

The Beringer Group has successfully overseen the transition of over 2000 privately-held businesses across the United States. Our firm does not approach the advisory process with preconceived results or "product solutions." TBG focuses on providing straightforward and objective conclusions and recommendations. We are committed to the alignment of our interests with those of our clients. We implement solutions for our clients that are both practical and most importantly work when "the rubber meets the road". The private business and family enterprise has been our core clientele since 1979.

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