Quick Path


From the first meeting of discovery, our integrated team of experts will help answer important questions and create a successful business succession plan suited to complement your retirement lifestyle needs.

Integrated means you have different components of the plan working in concert: certified valuation, merger and acquisition, wealth advisory, insurance, retirement and estate planning, and tax strategy experts will craft a customized plan around your vision for the future.

A sound transition strategy is developed and achieved through the alignment with both your personal and financial goals, taking into consideration every relationship, milestone, and aspiration you value.

Creating your wealth strategy

For an integrated approach, look to Sikich’s Wealth Management Equation:

Wealth Management Equation

Investment Consulting
Making smart decisions with financial resources personalized to each client.

Relationship Management
Requires a detailed understanding of a client’s financial wants and needs, family, working in harmony with other professionals, and aligning the team with the plan.

Addresses your far-reaching financial needs, including wealth enhancement, wealth transfer, wealth protection and charitable giving.


Sikich’s business succession planning advisors will formulate a plan, including reviewing your financial planning and investment management options to protect and enhance your wealth – for both pre- and post-transactions.

Developing a timeline – The biggest struggles clients have when starting an exit plan are: 1) taking the time to go through the process, and 2) understanding the benefits they will obtain from it. Our experienced advisors will break this up into small steps coinciding with your ideal timeline, and work with you to define a smart and realistic number to complement your lifestyle goals.

Starting your exit plan – We start by creating an equation for what you need to do to meet your goals. This generally includes all facets of your business and personal goals, including: management advisors and family members, tax minimization, asset transfer, retirement planning, charitable giving, risk management and estate planning.