Holistic, Objective Solutions for Business Ownership Transitions
"If you don't have a strategy,
you're part of someone else's strategy."
-Alvin Toffler
About us
Many people do pieces of what we do. We are one of the few who bring it all together.
We help our clients do better for their family, their employees, and their community.
The Beringer Group is a privately held independent advisory firm. We have been working with the owners of substantial privately-held businesses and the heads of affluent family enterprises since 1979.
We have helped our clients make some of the most difficult decisions of their lives. Our strategic succession planning, investment services, tax mitigation expertise and access to exclusive private equity networks has helped us provide clients with innovative, objective, and contemporary solutions to a large number of critical issues.
In the process, we have helped them avoid catastrophic tax consequences, given their businesses and endeavors new life, and provided for their families, their employees and their communities for generations to come.
ONLY 5% OF INHERITANCES SURVIVE 3 GENERATIONS
60% of inheritances disappear by the 2nd generation. 90% disappear by the third
ONLY 30% OF FAMILY BUSINESSES SURVIVE TWO GENERATIONS
Only 3 percent of family businesses survive to the 3rd
47% OF BUSINESS OWNERS OVER 55 HOPE TO SELL IN THREE YEARS
Only 10% of these have a legitimate exit strategy
ONLY 38% OF BUSINESS OWNERS IMPLEMENT THEIR SUCCESSION PLANS
73% have not focussed on tax mitigation issues in their succession plans