Your goals are unique, and that’s why you can outline your ideal transition plan.
Readily available cash reserves and approved credit with Live Oak Banking.
Your stakeholders will easily transition with a proven integration process.
Avoid Being Unprepared.
You work tirelessly for your clients, leaving little time to prepare and make plans for yourself. You may have lots of ideas, goals, and questions regarding retirement or transitioning out of your practice. When you have continuation arrangements with a partner, you will feel confident your professional legacy, team, and clients will be cared for.
You can count on us.
It’s Easy to Confidentially Explore Your Options
When you join an experienced firm that aligns with your personal and professional values, you can rest assured that your clients will continue to enjoy the high standards of service you’ve set.
Schedule a Conversation
Your time is valuable, and we don’t want to waste it. Let’s schedule a discovery meeting so we can discuss your needs and confirm there’s a fit.
NDA & Financial Analysis
Let’s work through the due diligence and formulate the details of the partnership.
Finalize the Deal
We’ll come to an agreement and develop your transition and integration plan.
Determine The Future You Want
A preparedness plan for your family, team, and clients
Design your professional & personal future on your terms
A comprehensive strategy to retire, sell or exit your business
We love helping you succeed
If you’re thinking about what’s next in life, you may have many questions, especially about your succession and transition plan. And when making that plan, it’s essential to engage with an organization that fits your culture and values. You want to partner with an organization that continues to provide exceptional client service. You’re looking for a company you can trust with your team, your clients, your legacy, your future.
At Tributum, we get it — there is a lot to consider. With a business model focused on long term relationships, not just doing taxes once a year, you need to make sure your clients are in capable hands.
We also understand the details of planning and implementing a smooth transition for you and your stakeholders. With a proven process and an experienced transition team, we have helped dozens of business owners just like you accomplish your goals and preserve your professional legacy.
So if you’ve built your business helping clients, developing life-long relationships, and providing exceptional client service, we hope we get to know you. Whether you need a continuity partner in the event of an emergency or a detailed Succession Plan, we would love to talk to you.
