Personalized support to help you navigate the challenges of growing your company and preparing for a successful transition of ownership.
Guidance
and Direction to Build a Secure Future
Comprehensive Succession Planning
Carlson Flynn designs and implements comprehensive perpetuation, succession or exit plans for private companies. Our team’s expertise spans more than four decades.
We are a relationship driven company and can help you navigate the exit planning seas. We remain with you and your company after the plan is designed and implemented.
We help clients to create an infrastructure that achieves rapid profitable growth and can also help in creating an owner / employee partnering culture. Our team of experts are also very successful at diversifying estates in a way that prevents owners from being dependent on the business for future income and lifestyle.
Set the Direction
Exit Or Perpetuation
You’ve built a successful business. The question is: What’s next? Carlson Flynn brings objectivity, experience and proprietary tools to your side; and together, we help you strike a new and successful direction.
Exit or Perpetuation
Essentially, this program is dedicated to the proposition that you’ve built a successful business. The question is: What’s next? We bring objectivity, experience and proprietary tools to your side. Learn More.
CPP
Comprehensive Perpetuation Planning™ (CPP) recognizes a simple truth — all companies must pass to successors or die. Unfortunately, only a few take the right steps to systematically select and groom new leadership. Learn More.
The ESOP
No one will argue that Employee Stock Ownership Plans (ESOPs) have offered tax advantages to both selling shareholders and sponsoring businesses, while allowing employees to build significant wealth. Learn More.
Executive Benefits
It is getting increasingly harder to recruit, retain and reward top people. Too often, qualified plans fail to provide enough incentive or reward for highly paid execs. Learn More.
Get In Touch
Each business situation, financial opportunity and the risks associated with ownership and management succession are different. Our mission is to help you make sensible, effective decisions. Please contact us and we will do our best to respond within 24 hours.