Business Planning

Accomplish Your Mission

Planning starts by preparing not only for the expected events like an owner’s retirement or a business sale but also for unexpected events like a death or disability of an owner or key employee.

At The Capital Group, we help our clients prepare for these events so that an owner or partner can achieve the proper valuation and eventual sales price to help fund their retirement and so an unexpected event does not derail that retirement dream. There are many different tools and outside advisors used in this planning process which The Capital Group can help construct and act on. Whether an internal sale, an external sale, or maybe an ESOP is considered to create value for the shareholders, planning is where it starts and a great advisory team is a key component to that planning.