Succession Planning


Providing peace of mind through planning

If you are considering sale of a business to another business or to key internal employees, then NC Planning can help you through each step of the process. We have the experience and strategic advisory team approach to help work through the right process steps, perform key due diligence, assist on valuation and serve as your key counsel and advisor throughout a purchase or a sale to make sure the end result is as desired.

Our Complete Corporate Counsel team has the experience across industries and the ability to provide comprehensive succession planning services to help you determine how to create an ownership succession plan and to see it through the necessary steps of business appraisal, purchase structure, transition timeline and other aspects to make sure you can see it through successfully.

If you are looking for strategic and proactive succession planning advice then contact NC Planning today to work with us and our strategic advisors.


  • Business Valuation & Strategy Assistance
  • Ownership Exit Strategies
  • Strategic Planning for Retirement
  • Business Valuation & Pricing

To learn more about how NC Planning integrates succession planning into planning for your business CLICK HERE


January 2020
February 2020

Why clients love us

True professionals! I use this firm for my business needs and as a small business owner it’s difficult to find a firm who understands your unique challenges. I so appreciate all they have done for me. I also use them for my personal estate planning and again, top notch! I highly recommend using this firm and let them help you!


-Amanda Haygood,
State Farm Insurance Agent

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