Business owners experience many types of transitions over the course of their careers. Sometimes, these are transitions related to the evolution of the business, such as growth through acquiring other companies. Other times, they are personal transitions that may have implications on the business, such as divorces that require a business valuation and/or litigation support. Many times, the transitions are a blend of both personal and professional, such as welcoming new generations of the family into leadership roles and ownership or developing an exit plan for your future retirement.
Regardless of the business transitions you may have on your horizon, Brown Plus Transitions is here to help. We provide business valuation, exit planning, litigation support and merger and acquisition advisory services from our five offices located across Central Pennsylvania and Maryland.
What Services Do We Provide?
At Brown Plus Transitions, we understand that business transitions can be daunting. Our professionals understand that every client is unique and work diligently to provide high-quality, tailored services in the following areas:
Business Valuations
Our team members assist clients with business valuations for exit, succession and estate planning; sale or purchase of business; and gift and estate tax planning.
Exit Planning
Exit planning is the conscious effort to grow your business in a strategic way, with the goal of gaining personal financial security and peace of mind at the time of a future ownership transition. We help business owners prepare and execute plans to maximize their value and smoothly transition out of their business when they are ready, covering financial, operational and personal considerations.
Litigation Support
We provide litigation support services to clients and attorneys, which include business valuations, equitable distribution, child and spousal support calculations in divorce matters and shareholder disputes.
Mergers & Acquisitions
Our M&A advisory services connect businesses with a team of professional advisors, helping you navigate the complex financial, legal and strategic aspects of buying, selling or merging with another entity. Our team is dedicated to helping you optimize your business value and mitigate risks.
About Brown Plus Transitions
Carli Lehr, CPA, CVA, CEPA, CM&AA, is the Director of Brown Plus Transitions. Carli and the rest of our team members bring decades of experience providing business valuation, exit planning, litigation support and M&A advisory services to clients, as well as other professional services, including tax planning, tax compliance and general business consulting.
Why Choose Brown Plus Transitions?
We take the time to understand each case and provide thorough assistance throughout our process to our clients. Our skilled professionals have specialized expertise, accessibility, strong networks and a reputable track record to serve our clients. By choosing to work with us, our clients can ensure they will receive strategic, data-driven, comprehensive services.
Brown Plus Transitions is a member of the Financial Consulting Group (FCG), the leading organization of independently owned business valuation and financial consulting firms in North America. This membership allows our team members to craft tailored solutions that address unique challenges for a wide variety of sizes and types of business clients. We are also a member of the Exit Planning Institute (EPI), which certifies and supports Certified Exit Planning Advisors (CEPAs) with educational resources. Additionally, Brown Plus Transitions is a member of the Alliance of Merger & Acquisition Advisors (AM&AA), an alliance that connects experienced accountants, attorneys and other corporate financial advisors to better serve the M&A advisory needs of their clients worldwide. These memberships allow us to stay up to date on the latest industry trends and attend educational webinars and seminars to ensure we are delivering the best quality of service to our clients.
Our Locations
Brown Plus provides services nationwide with a concentration of clients in the Mid-Atlantic region. Our offices are located throughout Pennsylvania and Maryland.
