We’ve helped hundreds of firms develop solid, actionable plans to create smooth transitions.

    Zweig Group has helped hundreds of firms develop actionable ownership transition plans. Many firms do not put adequate resources towards this critical element of business planning. Retiring and departing owners along with future owners/leaders all benefit greatly from a well-designed map for ownership. We can help keep your business thriving and protect both departing and next-generation owners.

    Our consultant team has seen just about every scenario you could imagine and are ready to bring this expertise to your firm. We have worked under impossible deadlines in order to help our clients get the analysis they need to make big decisions.

    Consulting Service Areas

    Comprehensive ownership transition planning

    Ownership transition modeling

    Business valuation/ Appraisals

    Leadership development & management succession

    Problem shareholder issue & dispute resolution

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