A business transition plan outlines the goals, priorities and strategies for a successful transition. With proper planning, you can take steps to ensure that you maximize the value of your business, minimize tax implications or sustain your business for your heirs. Our strategic team of accountants, tax experts, lawyers, bankers, financial planners, mediators, valuators, business coaches guide the planning and help you meet your specific needs:

Next generation capability assessment

Mediation or family counseling

Business coaching

Clear communication of plans and objectives

Plan development and implementation support

Support and guidance throughout the process

Start the conversation with Vine and Partners and discover how business and personal transition planning can be enlightening, personally satisfying and financially rewarding.