Design the transition and future you want and maximize your life’s work.
Financing is readily available through cash reserves and approved credit with Live Oak Bank.
Your clients and team will blend into our firm with an easy integration process and little to no service disruption.
- Have you been unable to find a buyer with access to the capital you need to sell?
- Do you want to ensure your clients will receive excellent service?
- Are you looking for a partner who shares your values and aligns with your culture?
You don’t have to have all the answers.
You have built your career by providing exemplary client service. It’s essential you have a partner you can trust to uphold your expectations. Preserving your professional legacy and continuing to serve your clients is at the heart of our business model.
You and your stakeholders can count on us.
3. Finalize the Deal
We’ll come to an agreement and develop your transition and integration plan.
There are many questions you may have as you contemplate your succession or transition plan. You want to engage with an organization that fits your values and culture. You need to ensure you’re partnering with a team that will provide your clients with the flawless client experience you deliver. You’re looking for a company you can trust with your team, your clients, your legacy, your future.
At Lescault & Walderman, we understand — it’s a big decision. With a business model focused on helping business owner clients transition, we’ve helped more than a dozen professionals successfully navigate the same questions you’re facing now. We are committed to helping you accomplish your goals and to preserving your professional legacy. And we have the experience and support to create a seamless transition for you and everyone involved.
So if you’ve built your business helping clients, developing life-long relationships, and providing exceptional client service, we hope we get to know you. Whether you simply need a continuity partner in the event of an emergency or a detailed Succession Plan, we are here to help you make the most of your life’s work and move confidently forward and make the most of your life’s work on your terms.