Business Transition Planning

Bringing clarity and confidence to buying or selling a business

Buying and selling a business — or transferring it to the next generation — requires knowledge and expertise. When you partner with Rehmann, our multifaceted team of specialists helps clients like you navigate the transition and succession processes with clarity and confidence.

We provide the following services:

Financial due diligence
Merger and acquisition consulting
Business valuation
Succession planning
Transactional tax planning and strategy
Estate and trust advisory

A holistic approach from experienced specialists

Helping to ensure that the nuances of your transaction or transition are being accounted for is always our goal. At Rehmann, we empower our clients with a uniquely holistic approach, bringing multiple service lines into the equation to meet your needs. Our trusted professionals understand the current market conditions and can provide you with advice that is both relevant and based on best practices.

Webinar

Empowered Planning: Your Business Transition | Part 1

Webinar

Empowered Planning: Your Business Transition | Part 2

Financial due diligence that tells a story

Simply relying on an audit of historical financial statements is not enough when buying or selling a business. Conducting financial due diligence to understand the story beyond the numbers, as well as what they reveal about the projected future performance of the company, is very important. We can help verify financial data and legitimize earnings for private and public companies in a variety of industries.

Mergers and acquisitions consulting to help you make the right decisions

Our mergers and acquisitions professionals can help you analyze your situation carefully, so you can make smart decisions and negotiate the best deal possible. This includes assessing all proposals and strategies through the lens of your financial, business, and life goals, identifying quality prospects both domestically and internationally, and controlling the process to maintain momentum.

Business valuation for your industry

Our team’s technical valuation knowledge and in-depth understanding of related financial reporting standards and tax regulations extends to a multitude of industries. We strive to understand your needs and can help with a diverse set of transactions, including recapitalizations, C-corporation and S-corporation conversions, mergers and acquisitions, buy or sell arrangements, and much more.