Advisors You Can Trust

You’ve dedicated your life to starting and growing your business, but have you thought about what happens next? Every business owner needs to plan for his or her exit from the company — well in advance. Lanier and Company helps businesses and owners make these transitions gracefully through succession planning, ensuring your results are driven by your desires and fulfilled on your terms, rather than impulsively.

Whether the owner or a key member of management is thinking of retiring, shareholders or members are considering liquidating their interests, or there has been an unexpected change in circumstances, our financial advisors have been there before and can help you make a smooth transition.

succession planning
business succession planning

Keep Your Business Safe

At Lanier and Company, we also understand that succession planning may be a sensitive issue, particularly for the owners of family businesses. Without a plan for orderly turnover in place, your heirs and company management may go on battling over the future management of your business for years to come. Having an objective advisor develop a succession plan is of paramount importance to keeping your businesses going after a retirement or other event. The professionals at Lanier and Company have years of experience working with businesses, including those that are family-owned, helping them through periods of potentially difficult transition. With our wide range of experience and our commitment to knowing your business, we are the advisor you can trust. Let us be your voice of objectivity and ensure the longevity of your business.

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