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Succession (Exit) Planning

Kerkering Barberio - Sarasota, Florida |  Succession (Exit) Planning

Most people view succession planning as something to be addressed when they are close to retirement.  However, the best time to begin planning for your exit is ideally the day the business begins.

Effective succession planning, involves a myriad of decisions and questions including:

  • When do you want to leave your company?
  • What do you need to achieve financial security?
  • To whom do you want to sell or transfer the company?

When left to chance, the answers to these questions and many others can all become a matter of timing.  If luck is with you as you retire, the market will be up, the perfect person will be set to take your place and the value of your company will be at a premium.  Otherwise, the most important question for any business owner may be, “Do you want to leave your succession planning and your financial future to luck?”

At Kerkering, Barberio & Co., we believe there is a better way to achieve your objectives.  It starts with education and progresses into working with a team of people to help you develop and execute a plan for effectively transitioning your organization.  Our services include:

  • Tax Planning
  • Retirement Planning
  • Contracts and Agreements
  • Business Valuation
  • Estate and Trust Planning
  • Strategic Planning
  • Process Improvement
  • Leadership Selection and Training

No matter where you are in the process of succession planning, it’s vital to have the knowledge and experience of professionals to help you navigate the complexities involved.  To learn more about how Kerkering, Barberio & Co. can partner with you to reach your goals, contact Robert Lane.


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Our Locations

Sarasota Office
1990 Main Street, Suite 801
Sarasota, FL 34236
Phone: 941.365.4617
Toll Free: 800.966.8676
Fax: 941.954.3207

Lakewood Ranch Office
9423 Town Center Parkway
Lakewood Ranch, FL 34202
Phone: 941.365.4617

Tampa Office
4350 West Cypress Street
Meridian One, Suite 930
Tampa, FL 33607
Phone: 813.675.8800

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