Strategic Business Advisors
Business Retention Advisory Study

Our Business Retention Advisory Services target the objectives of both the Shareholder (Owner) and the Company, including integrating business succession strategies with corporate development. We also address ownership transfers, asset diversification and issues related to income and return on investment to active and inactive shareholders. Additionally, Duff & Phelps designs and implements executive compensation and retention plans that match performance with reward.

 
Estate planning
Succession planning
Family wealth governance issues
Income and liquidity
 
Operational reviews
Strategic Positioning
Target acquisition search
Key executive retention and compensation
Shareholder agreements