Forward Results, LLC will create and execute an efficient and effective succession plan for successful business owners.  We will develop a road map through our extensive planning analysis that will be accompanied by a well organized report. 

Succession planning is a process that helps business owners decide where they want to go as well as how to get there.  We have a team of experienced professionals that will work in collaboration to assist business owners with achieving their goals and objectives.  It is critical for this team of trained and experienced advisors to guide the business owner through choices and decisions as they work toward their exit goal. 

Our areas of business discipline include:

  • legal
  • accounting
  • human resources
  • marketing
  • investment banking
  • risk management
  • investment advisory
  • strategy
  • financial audit
  • commercial real estate

The overall success of the plan depends upon a disciplined implementation timetable with effective execution.