Succession Planning

Providing Strategies for Transferring Business Ownership to the Next Generation - or New Leadership

A well-designed succession plan is the backbone of any family business. It ensures that your hard work and legacy are carried on successfully and smoothly. However, a recent study shows that only one in eight family-owned firms have a succession plan in place, despite eighty-five percent of them having identified a family member as a successor. 

Don’t let your business fall into this category. 

Let us help you create a successful and financially secure future for your business. If you already have a succession plan in place, then congratulations! You’re on the right path to a bright future. But if you don’t, take action today and let us guide you towards success.

Succession Planning: The Cornerstone of Your Financial Future.

We are trusted advisors who help business owners achieve financial independence by structuring their businesses in a way that promotes long-term success and stability. Our services include working with business owners and their families to develop plans for transferring ownership of the business to the next generation or new leadership.

If you decide to sell your business, we will help you identify its financial strengths and weaknesses and create a plan to maximize its value in preparation for sale. If you decide to keep the business in the family, we will work with you to prepare your successor to take over the business or help you identify a suitable candidate if you haven’t already done so.

Succession planning services include:
  • Assist with the internal transfer to a family member
  • Identify a potential buyer(s)
  • Business valuations in preparation for sale
  • Buy and sell agreements
  • Estate and trust tax planning
  • Gift tax planning
  • Retirement planning and tax projections
  • Business restructuring
It's Never Too Early to Start Planning an Effective Business Exit Strategy.

Maximizing the value of your business requires choosing the right exit strategy. Don’t leave it to chance! Let our team of experts help you identify the most effective option for your unique situation. 

To get started today, simply fill out the contact form below or call us now.

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