What happens next?
Every business owner eventually faces this question. You’ve spent years building your firm—navigating challenges, growing your team, and creating something meaningful. But whether you plan to transition leadership, sell for maximum value, or secure your legacy, one thing is certain: succession planning isn’t optional—it’s essential.
MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.
