Ownership and Leadership Transition Planning for Closely-Held and Family-Owned Businesses

September 27, 2017

EisnerAmper’s team of dedicated professionals understands the nuances of closely-held and family-owned businesses. We can help to coordinate all of the moving parts associated while assisting in designing the future that best meets the needs of your family business. 

EisnerAmper can assist with ownership/leadership transitional planning which includes creating a personal plan for easing out of your company and ensuring that you are ready for the transition. We help ensure that you are ready for your business transition – emotionally and financially. 


0:00 Hello, I’m Lise Stewart and I am a director here at EisnerAmper and I’ve also been a business owner.

0:08 Do you own your own business?  Do you have partners or perhaps family members in that business? Maybe you are a successful entrepreneur trying to figure out what to do with your company some day!  Looking into the future can be both exciting and daunting!  What does life look like when you are no longer coming into work every day?  What might you do with this company and what are your options?  Should you sell?  Is an ESOP an option?  Do your children want it?  How can you transfer ownership in a way that makes both financial and business sense? 

0:40 We can help you to answer all of these questions and many more.  At EisnerAmper, we have a team of dedicated professionals, steeped in the nuances of family-owned and closely-held businesses, who can help you to identify the best path forward for you, your family and your business.  We can assist you to create a personal plan for easing out of your company or taking a quick leap out the door!  We can help you to ensure that you are ready for the transition, financially and emotionally.  And we will help to coordinate all of the moving parts associated with professional expertise. 

1:16 Use these pages to get a sense of the journey and the options that are available and then give us a call.  We’d love to discuss the strategies to help you to leverage your lifetime of hard work and leave behind the legacy that you want. We look forward to working with you.

About Lisë Stewart

Lisë Stewart is Partner-in-Charge of the Center for Individual and Organizational Performance and the Center for Family Business Excellence Group, as well as a leader of the firm’s Environmental, Social and Governance Services (“ESG”) practice. Lisë has experience in organizational development, strategic planning and training, and human performance management.

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