Business Succession and Acquisition Services

Succession Services

70% of all businesses do not make it beyond the founder and 90% do not make it to the third generation - mostly because they lack a well thought succession plan. Don't let your company become a statistic. Insero's Business Succession and Planning Group will help you build a succession plan now to ensure your company's strength in the future.


Why choose Insero?

We established this group to assist our privately held and family business clients with the process of buying a business or transitioning ownership of an existing business to another party. It's never too early to get the expertise and innovative solutions you need to overcome potential pitfalls. Talk with one of our dedicated professionals to learn more about how we can help you with the following:

  • Owner and/or management succession planning
  • Estate and tax planning
  • Business valuations
  • Assistance with buy/sell agreements
  • Business and strategic planning
  • Financing arrangements
  • Deal structuring for favorable tax and financial consequences
  • Negotiation assistance
  • Wealth management

    Acquisition Services

    Many of our clients have turned to business acquisitions to help their business grow and remain competitive. Our professionals can assist you with a variety of acquisition services including:

  • Purchase price deal negotiation assistance
  • Deal structuring for favorable tax and financial consequences
  • Financial statement modeling and projections
  • Financing assistance
  • Agreed upon procedures reports
  • Due diligence
  • Business valuations

    To learn more about how to experience a better service model, contact us today.

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    Client Service Team


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