Succession Planning

At Stratus Business Advisors, we guide business owners through the complexities of succession planning, ensuring a seamless transition of leadership and ownership. Our approach prioritizes your long-term vision, whether transitioning to the next generation, selling to key employees, or preparing for an external sale. We provide a comprehensive strategy that considers financial, operational, and personal goals to help you secure the future of your business and family.

Our succession planning process starts with a comprehensive business valuation and includes:

Case Studies

Do I Need All Those Legal Documents

Family Inside and Outside of the Business

Executing Your Succession Plan:

What Should You Expect and Who Should Be On Your Team?

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