Welcome to The Transition Group
Advisory Services for Successions and Exits
Whether you are considering a transfer of your business to family, employees or a third party, you need professional advice. Successful planning requires advisory services focused on legal, financial and business expertise. Like a three-legged stool, strength and stability comes from all three legs working together. The same is true for your exit plan. It won’t stand very well on only one or two legs.
The member firms of The Transition Group are experienced both in their individual areas, and in coordinating their efforts to provide all the skills required for any exit strategy. Together with our clients’ financial planners, bankers and insurance brokers, we work to make their objectives reality.
Services
John F. Dini, CBEC, CExP, CEPA
Business Services
- Owner Readiness Assessments
- Company Readiness Assessments
- Management Team Assessments
- Owner and Successor Coaching
- Marketability Analysis
- Value Enhancement Strategies
- Employee Incentives
- Process Documentation
Steven Bankler, CPA
Accounting Services
- Tax Minimization Strategies
- Asset Protection
- Business Financial Planning
- Restructuring
- Industry Comparisons
- Estate Planning
- Transaction Tax Planning
- Financial Forensics
James D. Rosenblatt, JD
Legal Services
- Entity Creation
- Employment Contracts
- Buy/Sell Agreements
- Seller Representation
- Intellectual Property Protection
- Contract Reviews
- Family Dispute Mediation
- Employee Policy Handbooks
Get Started!
The ExitMap® Assessment© examines your exit preparedness in four key categories; Operations, Planning, Finance and Revenue/Profit. The multiple-choice questionnaire produces a 12-page summary report that breaks down your responses by category and is emailed to you without obligation. Please note that you will not be asked for any confidential financial information. After receiving your report, we will contact you to schedule a follow up debriefing to discuss your exit preparedness. Start here.