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logoJMD Systemics Transition management.


Are you going to deal with business transition proactively or reactively?


  • 43% of all family businesses don't have a succession plan in place.

  • Unless the next generation is really charged-up about running the business, consider all other available options.

  • The secret to succession planning success is to be prepared to sell, even if your business is not for sale. By being proactive, you’ll maximize the value of your business when the time, buyer and terms are right.

Your succession planning options


There are three ways to transition your business:

  1. Transition within the family: Your successor may know the business inside and out, but this approach may also cause family or employee discord.

  2. Selling to a business partner or employee: A partner knows the business and has built a reputation among employees, suppliers and clients, but may be similar to your age, with retirement potentially on the horizon.

  3. Selling to a third party: An outsider may not know the business (e.g., history and employees), but this option presents more buyers and the potential for a higher sale price.

Our Exclusive 5 Stages Process

  1. Strategic Goals and Needs Determination: Business structure review, operational efficiency, customer intimacy, innovation and access to new markets, timeline to transition, establishing a team of professional advisors [financial advisor, lawyer,  accountant, wealth specialists, taxation and insurance specialists, etc.], all these factors are considered in the initial stage.

  2. Business Opportunities Analysis: Items such as capital gains exemption, estate freeze, holding company, family trust, individual pension plan and retirement compensation arrangement are considered.

  3. Systemic Strategic Transition Plan Elaboration: Customized and personalized transition plans are prepared that respect all the values and meet  all the needs and goals of the client while maximizing his/ her assets .

  4. Facilitation of the Transition Process: The transition plan is effectively communicated to everyone involved [family members, transition team members, partners, key employees, stakeholders, shareholders etc.] and put in writing. A process for solving disputes among all stakeholders and everybody involved is created  . A contingency plan is built.

  5. Full implementation of the plan is completed: While succession planning is complex, it doesn't have to be daunting and painful for anyone. JMD Systemics makes sure that all your business and personal goals are met.

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