Sycamore Hill Advisors | Exit Planning & CRE Advisory

Sycamore Hill Advisors LLC is an independent firm providing advisory and exit planning services. Commercial real estate brokerage services are provided exclusively through SVN | Imperial Realty, a separately owned and operated franchise. The information on this website is for educational and informational purposes only and should not be construed as legal, tax, accounting, investment, or other professional advice. No advisory or brokerage relationship is created by use of this website.

1. Do you have a clear idea of what your business or investment property is worth today?

2. Do you have a general timeframe for when you may want to transition ownership?

3. Have you identified the steps you could take today to increase the value of your business or property?

4. Have you considered the different ways you could transition ownership?

5. Have you considered the financial and tax implications of your potential transition?

6. Do you know what needs to happen before you can execute your preferred transition strategy?

7. If your preferred transition strategy doesn't work, do you have an alternative strategy?

8. Do you know what you want to do after you stop owning your buisiness or property?

9. Could someone else run your business or property without you?

Thanks for completing the Owner Transition Checkup