Finishing Strong

Legacy Planning

With a Certified Exit Planning Advisor on staff, The Midland Group has the expertise and services needed for smooth transitions. At just the right time.

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Let us help you create a strategic Legacy Plan™, a plan maximizing value and aligning your business, financial and personal goals.

10 Components of a Legacy Plan

  1. Are You Set for Life Survey
  2. Personal, Financial and Business Goals
  3. Succession/Contingency Plan
  4. Business Valuation
  5. Evaluate 7 Different Exit Options and Formulate a Plan
  6. Value Enhancement Analysis of 60-plus Tactics and Ideas
  7. Tax Plan
  8. Personal Business Action List
  9. Sell Side Preparedness
  10. Sale Process

Midland Management Solutions

Maximizing your company's value (PDF)

CEPA

find freedom

Is your future worth 15 minutes?

Have you ever wondered how attractive your business is to potential buyers? In less than 15 minutes, you can find out.