Succession Planning

Succession Planning Services

We provide strategies for transferring business ownership to the next generation or to new leadership.

Developing and implementing a well-designed succession plan is essential to the survival of any business. Yet, numerous businesses have strategic succession plan in place.

Are you one of them?

If you already have a succession plan in place, you have taken the steps necessary to secure your financial future. In case you don’t, we can help make the process of creating a succession plan easier and one with solid results.

A solid exit plan is the cornerstone of your financial future.

Succession Planning Services

As trusted advisors, we assist business owners in securing financial independence by structuring their businesses in such a way that promotes long-term success and stability. We work with business owners and their families to develop plans for transferring business ownership to the next generation or to new leadership.

If you decide to sell, we work with you to identify the financial strengths and weaknesses of your business and develop a plan to maximize its value in preparation for sale. If you decide to keep the business in the family, we assist you in preparing your successor to take over the business or identifying one 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 the succession of your business and if you need assistance in determining the best strategy to do so, we possess the expertise you’re seeking.

Do something wise today

Schedule a time for a free consultation.