231-946-1722
415 Munson Avenue, Suite 201 Traverse City, MI  49686
DGN offers clients depth of expertise, breadth of services, personalized attention

Succession Planning

If you are a business owner, you are likely concerned with a succession plan and exit strategy. At Dennis, Gartland & Niergarth, we encourage our clients to have strategies in place early on to provide a smoother transition later.

At DGN, we can help you create the succession plan that makes the most sense given your finances and your goals. We will work with you to draw the connection between the income and assets needed to fund your retirement goals and the aspirations you have for the future growth of the business. From there, we will draw out an exit strategy that takes into account your goals and needs, as well as the needs of the business as a whole.

Business transitions are complex and challenging. At DGN, our experience has shown us that transitions between family members can get complicated. We bring our perspective as both accountants and advisors to help you plot a transition that will be smooth and stable for all parties involved.