Exciting News: BGM Launches Succession & Exit Planning Service Line
We are thrilled to announce the launch of our new Succession & Exit Planning service line at BGM, which is dedicated to helping business owners smoothly navigate the complex process of transitioning their business. At BGM, we understand that better preparation leads to better outcomes and collaborate with owners to create customized strategies to ensure seamless transitions.
Key areas of our new Succession & Exit Planning services include:
- Defining your succession and exit goals
- Assessing your financial readiness for transition
- Enhancing and protecting business value
- Assisting with third-party sales and structuring deals
- Developing internal buyout plans for employees or family
- Comprehensive wealth and estate planning
To spearhead this initiative, we warmly welcome Dyanne Ross-Hanson, CEPA®, CFP®, ChFC, CLU, a highly respected professional with over 30 years of industry experience. Dyanne specializes in guiding business owners through strategic, informed, and tax-efficient succession and exit planning processes. Her dedicated approach emphasizes creating intentional, outcome-driven transition plans that empower owners to exit on their terms, with confidence and clarity.
Whether a client is transitioning their business or continuing through various life phases, we are proud to offer another valuable solution to support clients as they move forward to the next chapter. We are excited to bring Dyanne Ross-Hanson’s expertise and experience to our team.
Explore more about our Succession & Exit Planning services and learn how BGM can support your successful transition. For more information or to discuss succession and exit planning, please reach out to Dyanne at drosshanson@bgm360.com or 952.542.5647.
