Succession Planning

Succession Planning 

Assisting business owners throughout the Bay Area & Silicon Valley

We understand that the individual who takes your place once you're ready to step down from your company has big shoes to fill. Who is the right person to retain ownership of the business? A family member or a key employee? Does this individual understand your company culture, customers, products and your value proposition?

The business succession planning team at Thielen & Associates, Inc. will work closely with you to consider these options ahead of time and develop a strategic, comprehensive plan that may also address:

  • When you want to transition out of the business
  • The amount of cash you'll need to retire
  • How much your current business is worth
  • Buy-sell agreements
  • Estate and gift planning

Let's discuss our succession planning services and how they can benefit your business. 

Request a Consultation

dad son vineyard compressor

591 West Hamilton Avenue
Suite 201
Campbell, CA 95008

Phone: 408-871-5900

Fax: 408-871-5905

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