Determining when and how to transition leadership or ownership in a company to family or employees is vital to the continued success of the company and retention of wealth the company creates.

Succession Planning.

When it comes to Succession Planning, it is important to minimize risk and maximize value for all stakeholders involved throughout the process.

A proactive approach will ensure a smooth transition, maximize the number of exit strategies, and maximize the value from the transition. The team at DWH can help you develop a plan and fill key leadership positions with the right people all while bolstering business infrastructure. We’ll assist with: 

• Determining desired goals and outcomes
• Developing a plan to transition leadership, relationships, and knowledge
Establishing strong financial controls
Creating alignment with key stakeholders
Strengthening the overall infrastructure: people, processes, property, etc. 

DWH has worked with family-owned companies for over fifteen years and has built a robust process to align stakeholders and develop a plan for a successful succession. Our process typically looks like this:

1. In-Depth Assessment
We will align expectations for the future of the company. Additionally, we will discuss risks and opportunities by identifying gaps between current practices and best practices. 

2. Prepare the Business
Together, we will develop a prioritized action plan to address any identified gaps with the goal to achieve the highest value for the business and reduce the risks created by the transition. 

3. Provide Ongoing Support
We have the resources and experience to support you and your team as you successfully implement the succession plan. 

Meet Your Advisor

Ben Borisch has more than 20 years of experience in accounting, finance, operations, and human resources. Additionally, he has helped many business owners problem-solve in challenging situations. Ben has extensive experience with cost accounting and builds useful models to show business owners the costs of running their business and the impact certain decisions have on those costs. Contact Ben at


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