BKDnext

Business Succession & Continuity Planning

Prioritizing & Planning for the Future with Your Goals in Mind

Privately held business owners have invested significant time and energy in their business to build value. And deciding when and how to transition the business can be a source of stress or anxiety.

Surveys show business owners view succession and continuity planning as one of their most important issues, but most lack a formal plan.(See how you compare) The day-to-day distractions of running a business and not knowing where to start often prevent owners and management teams from developing successful succession plans. We can help you define your next steps and then implement your plan. BKDnext® is our business succession and continuity planning approach to identifying your goals and connecting you with specially trained advisors who can facilitate your vision.

BKDnext is both an established methodology and pool of resources that gives you access to experts no matter which plan you create. Our team includes employee stock ownership plan technicians, buy-side and sell-side professionals, valuation experts, family office advisors, strategic management consultants and traditional audit and tax professionals.

Our three-phase approach starts by collecting pertinent facts and perspectives. We then help you identify and prioritize issues and work closely with you to implement your plan and achieve your goals.

Connect with a BKDnext advisor today and let's start planning with your goals in mind.

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Interactive Succession Planning Survey

We want to help you move your succession planning forward so you can realize your dreams and mitigate risk along the way. Walk through the same questions contained in our survey and compare your results to other respondents. While not comprehensive, this tool can help you identify potential weaknesses in your existing succession plan, recognize possible issues to be addressed and begin the process of developing a path forward.

BKDnext 2019 Succession Planning Survey

Contact Us

Our BKDnext advisors have the knowledge, training, tools and resources to develop a succession plan that’s tailored to your needs. By facilitating the process, we can help make efficient use of your time while developing a holistic succession and continuity plan that’s focused on the uniqueness of you and your business. We look forward to taking the next step with you by discussing your survey results and helping you turn your dreams into reality.

 

How can we help you?

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Locations

We have 38 offices in 17 states, with trusted advisors who offer solutions for clients across the country.

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