KDV Client Center

Succession Planning

Succession planning is a critical part of the process of preparing for the future of your company. As you consider transferring or selling your business, KDV can help you make the right decisions for the control and management of your organization during the transition period and beyond. Our succession planning services are designed to help business owners effectively prepare for their company’s future success.

Right people – right place? Should you have a buy-sell agreement?

As you look at your organization’s current leadership, inevitably you will ask whether you have the right people and place, and if you should have a buy-sell agreement. KDV experts will assist you in identifying advantages and disadvantages of different options, help you assess these options and help you to determine what strategy will work best for your business.

What is your business worth?

Whether selling your business or transferring it to your family during your lifetime or at your death, the value of your business must be established and the tax liability must be determined. KDV has business valuation expertise to help you value your business appropriately and assess the tax consequences of your transaction.

Assessing cash needs

Where will the money come from to buy the business? Without proper planning, your family or your successor could lose money or, worse yet, lose the business itself. Through KDV’s careful succession strategies, we can help you plan so that funds are available when needed to keep the business running smoothly and according to your wishes.

Proactive exit strategies

Business succession planning requires a proactive approach to working out the financial details that follow the sale or transfer of a business. With a succession plan from KDV, you know where the money will come from to pay taxes or fund your buyout and to provide for adequate capital to carry the business through any transitional period.

With a good business succession plan, the reputation of your business and the goodwill built up over the years can remain after you are gone – and your successors can continue to be successful. You can count on KDV to support your success as you transition your business.

Our succession planning services include:

  • Business valuations
  • Business restructuring
  • Business continuation strategies
  • Funding alternatives
  • Buy-sell agreements
  • Analysis of tax implications
  • Estate planning
  • Retirement projections
  • Exit strategy pricing

KDV provides succession planning services in Minneapolis and St. Paul, St. Cloud and throughout greater Minnesota.