Business Transition Planning

Business Transition Planning

At MFA Capital Advisors, our Business Transition Planning Services are designed to help you plan for the future you want for your company and guide you in the development of a strategy for achieving that goal. It’s all about building a long-range map with a well-marked route in order to successfully navigate what is often a complex and challenging journey. Whether that future involves a sale, merger, acquisition, divestiture or other exit strategy, the experienced professionals at MFA Capital Advisors are the ideal team to serve as your trusted business advisors. We offer sound strategic advice throughout the entire business lifecycle – from helping you to develop a business transition plan, identify viable exit options, get you “sale-ready”, evaluate strategic alternatives and act as your trusted financial advisor throughout a transaction.

Maximizing Shareholder Value

As seasoned accounting and finance professionals, you can expect the team at MFA Capital Advisors to be valuable contributors to your overall success. We take the time to understand your business, including your financial profile and key value drivers, so that we are well-positioned to advise you on how to best maximize and protect the value of your business. We not only help you navigate the strategic, operational, financial and compliance risks in pursuit of successful company performance but we also focus on helping you to build sustainable value in your business in order to close the gap between where you are today and where you want to be in the future. Regardless of whether your exit plan is near-term or long-term, making your business “sale-ready” at all times means better planning today for a better outcome tomorrow.

Building a Sound Business Transition Plan

Early development of a formal business transition plan is key to leaving a business successfully. As part of developing an appropriate plan for you and your business, we consider the tangible aspects of transition planning, including building business value, optimizing the selling price, managing the post transaction impact of taxes and developing a realistic plan for ensuring ongoing cash flows. But we don’t stop there… We also examine a variety of intangible considerations such as owner separation from the business, client concerns, the future of employees, and other daunting “what-if” concerns a business owner typically encounters. Equally important, and a big part of developing a sound business transition plan, is addressing your personal wealth issues such as financial independence and legacy protection matters including retirement planning, asset management strategies, estate planning and philanthropy.

Transition Planning Graphic


Laura Moruzzi Partner – MFA Capital Advisors (978) 557-5340
William Duratti Partner – Valuation & Investment Banking (978) 557-5305


Transaction Services Brochure

To learn more, download our Business Transition Planning brochure.

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