Transition Planning Services

for a Successful Business Transition


SKY Valuation helps you achieve a successful business transition with a comprehensive approach that assesses business value, tax structure and minimization, and succession and estate planning needs. As a business owner, your business represents a significant financial and emotional investment. Our business transition team helps assess the optimal return on investment from its sale, in addition to addressing unique needs when selling to family, a third party or strategic investor.

To obtain an optimal sale price, we recommend you enlist a professional and begin planning three to five years before you plan to sell your business. Our advisors can guide you from start to finish, offering support via services including:
  • Business valuation or appraisal
  • Valuation of other assets
  • Pitchbook creation
  • Advice on tax minimization in sale or ownership transfer
  • Estate planning

Contact us to learn more about how SKY can help you achieve a successful business transition.


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what makes sky different

We work to provide the right mix of people and processes to meet your goals. Learn more about our integrated approach and how we work to create the best solution for your unique situation.