Sierra Succession Advisors are an affiliated group of Business Professionals who co-ordinate their experience to provide owners of small and medium sized businesses with the expertise and resources to successfully plan and prepare for transferring their business to new ownership.

The possible exits are many - the business could go to family members, be bought by management, sold to a 3rd party or transferred into an ESOP. Owners have a lot to consider, from sorting out the best strategy to optimizing value, minimizing taxes, planning for contingencies and ensuring the transaction itself is successful.

Regardless of the path, the transfer of a business is likely to be the most complex, challenging, time consuming and important transaction of the owner’s life. We provide expertise, frameworks and resources that help owners plan for and manage these considerations as efficiently and as stress-free as possible.