Develop Your Business Succession Plan
I’ll show you ways to protect your business as an asset that can be sold or transferred in the future.
David M. Bastiaans
Over 25 years as a trusted CPA, attorney, and business advisor
What is your business worth today?
I’ll explain valuation gaps and work with your CPA and financial advisors to help you optimize your business value.
What is your exit plan and how much do you need?
I'll help you develop your unique idea and plan while also collaborating with your other advisors.
What needs to be done in your business to create more value?
I'll guide you with details for understanding intangible value and its effect on transferable value.
David M. Bastiaans
Attorney with Wolcott I Rivers I Gates
in the area of business owner services
3 Simple Steps:
The Ultimate
12-Point Checklist
for Every Business Owner
Benefits
✓ Creating a business that is ready to be sold
✓ Explaining transferable value for your business
✓ Providing for your family and stakeholders
✓ Strengthening vulnerable business areas
✓ Preparing a plan for your freedom of choice
When you create a business that is built to sell, you create an optimal business that you don't have to sell.
What People Are Saying
“Thru the years, we’ve been able to develop a great working relationship with David and I look forward to many more years to come.
Our plan is to make the necessary modifications in our business that were outlined in the evaluation. When we do finally consider retiring, we have a business that has a significantly higher value than what we had when the evaluation was first prepared.
I would highly recommend David Bastiaans for this service…”
— Michael B. , Owner & VP
“David is a consummate professional tempered by an easy-going personality. He knows his stuff but remains extremely approachable.
David has guided me during several phases of my business growth and development. He offers solid advice and suggestions while remaining mindful of my desires and goals. He makes complicated legal transactions comprehensible.
Some of the areas where David has provided his expertise to me include organizing my business for maximum tax advantage, succession planning, and structuring my business for expansion and eventual sale.