Succession Planning

Looking to sell or gift your shares or assets to family, employees, or others, and therefore require assistance with your succession planning process?

Operational management, integration of employees into the work force or investor group, and the transfer of wealth prior to retirement or death are unique issues that every organization must address.

AIM Capital Corp. can assist you with succession planning while you are in a leadership role—we specialize in developing succession planning strategies and the implementation process.

We are able to leverage a proprietary Succession Planning Toolkit, working alongside you as we guide you through the critical and often sensitive financial and non-financial considerations.

In collaboration with you, we will establish goals that are: specific, measurable, attainable, realistic, and timely.

A draft of your succession program will be shared with you and your legal and business advisors and their recommendations can be incorporated into the transition plan.

During the development of your succession plan and program, we will explore: goals and objectives, exit strategy, business valuation, business structure and organization, tax and legal considerations, estate planning, successor selection and training, contingency planning, conflict resolution, timelines, and a communications plan.