Business Succession

Business succession planning is the process of determining how you are going to transfer your business ownership and transition out of a business management role, while maximizing your personal financial security.  Business succession is not an event, but a process. Ideally, business succession planning should start at least five years prior to the planned transition.  However, life events may cause an involuntary exit from the business, making succession planning important at all times in a business owner’s life.

Personal & Family Issues

Business owners face not only financial issues, but personal and family issues as well, which can add additional stress and complication to the business succession plan. We offer the family and business a broad range of services – from tax to financial to human and family issues.

To embark on your succession planning journey, begin by completing the Discovery Questionnaire, a self-assessment tool which will identify issues and concerns as well as building blocks for your succession plan.