Succession Planning

Do you own your business or do you own your job? It is one of the first questions every business owner must answer before deciding how to exit their business.


Knowing whether to:

  • Sell to an employee
  • Sell to a family member
  • Sell to an outside entity
  • Close the Doors
    …is dependent on a number of factors including: Tax Liability, Legal Structure, Investment Strategies, Fully-Developed or Under-Developed Operating System and more.

At Vista Management Solutions, we collaborate with attorneys, CPAs/Accountants, Business Brokers, and Financial Advisors to create a plan specifically for you as you leave the business.