Description
The Benchmark Group, Inc. was created explicitly to cater to the unique needs of privately owned and family businesses. Our mission is to help the shareholders preserve and protect the assets that they have built. Helping a business through a transition is a multi-disciplinary process. No one person or discipline has all the answers necessary to solve the complex problems associated with the strategic transition needs of a privately owned business. Rather then piecemeal planning, we believe in comprehensively addressing the transitional issues that will impact a family or privately held business. Benchmark’s capabilities, experience, and services are designed to address the following areas: Business Transfer and Succession Planning; Estate Conservation and Family Legacy Planning; and Investment Banking. Most of our work centers on value – based planning and strategies to help a Business Owner create a transition plan that will meet short-term and long-term objectives. Our collective ta