Succession Planning Consulting Firm

Bloomington, MN

40+ Years of Experience 

Virtual Consultations Available 

One on One Assistance

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Plan for Your Business's Future With Expert Succession Planning

Ensure the longevity and smooth transition of your business with Carpenter, Evert & Associates' succession planning services in Bloomington, MN. Our experienced team provides comprehensive guidance to help you navigate the complex process of business succession. We offer:

  • Customized succession strategies
  • Financial planning for ownership transfer
  • Tax implications analysis
  • Leadership transition support
  • Business valuation services
  • Family business succession planning
  • Exit strategy development


Don't leave your business's future to chance.
Reach out to us today to start planning for tomorrow.


Signs You Need Succession Planning Services

Recognizing the need for succession planning is crucial for business continuity. Carpenter, Evert & Associates can help you identify and address these key indicators:

  • Approaching retirement age
  • Lack of clear leadership succession
  • Family members interested in taking over the business
  • Desire to preserve company legacy
  • Concerns about business valuation
  • Need for tax-efficient transfer strategies
  • Uncertainty about exit options


If any of these resonate with you, it's time to consider professional succession planning. Let us guide you through this critical process.


Why Succession Planning is Essential for Your Business

Succession planning is more than just preparing for retirement; it's about securing your business's future. Here's why it's crucial:

  • Ensures business continuity
  • Minimizes disruption during ownership transition
  • Preserves company value and reputation
  • Reduces potential tax burdens
  • Provides peace of mind for stakeholders
  • Allows for strategic leadership development
  • Facilitates smooth transfer of knowledge and relationships


Don't wait until it's too late. Start planning for your business's future today with Carpenter, Evert & Associates.


Why Choose Carpenter, Evert & Associates

When it comes to succession planning, experience and expertise matter. Here's why Carpenter, Evert & Associates stands out:

  • Locally owned since 1985
  • Over 40 years of combined experience
  • One-on-one personalized assistance
  • Virtual consultations available
  • Same-week appointments based on availability
  • Members of AICPA and MNCPA
  • Recipient of Readers' Choice Awards


Trust your business's future to a firm with a proven track record of success. Get in touch with us to start your succession planning journey.


Contact Us

Secure your business's future with professional succession planning from Carpenter, Evert & Associates. Our team in Bloomington, MN is ready to help you create a tailored succession strategy that aligns with your goals and ensures a smooth transition for your business.


Don't leave your legacy to chance.
Contact us today to schedule your succession planning consultation and take the first step towards a secure future for your business.

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