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5080 N. 40th St., Suite 235 Phoenix, AZ 85018
602.468.9667    cfg@cfgllc.com

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MORE ABOUT
OUR SERVICES
Succession Planning

Wealth Transfer


Whether you decide to keep or sell your business, succession planning is not a natural occurrence. It is a complex, managed process. CFG Business Solutions has a proven track record that helps large, closely held businesses successfully plan for the future.

WE ARE
SOLUTION ARCHITECTS.

Our consulting team will assess your needs, develop a customized plan, and then lead its implementation. Our staff and our resources include legal, accounting, financial and management professionals who specialize in managing sophisticated business transitions.

WE ARE
SOLUTION IMPLEMENTERS.

We are action-oriented. We are transaction-oriented. Once we’ve designed a succession plan for you, we direct its implementation, with a portion of our compensation being contingent upon the successful completion of your objectives.

WE USE CREATIVE,
OUT-OF-THE-BOX THINKING.

We offer an unbiased, fresh perspective to your succession situation. Our innovative, cross-disciplinary solutions address complex needs, break through impasses and produce results.

WE PROVIDE
AN INTEGRATED BUSINESS AND FAMILY PERSPECTIVE.

Succession in a closely held company offers challenges other companies never experience. A key strength is our ability to balance difficult family dynamics with your strategic business needs.

WE WORK WITH YOUR ADVISORS. WE DON'T REPLACE THEM.

Our role is to lead the planning and implementation process while contributing the additional, specialized skills required for a succession transaction.

YOU'LL KNOW WHEN THE TIME IS RIGHT TO CALL US.
Experience shows there are two basic requirements for success in a sophisticated business transition: external expertise and internal motivation. Call us when you are ready to move the succession process forward in your business.

 

CFG Business Solutions LLC
5080 N. 40th St., Suite 235 Phoenix, AZ 85018
602.468.9667 800.422.3883 Toll-Free
602.468.9704 Fax
cfg@cfgllc.com

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